Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
3.68%
6 Months
43.59%
−1.81%
1 Year
46.18%
5.85%
3 Years
—
8.65%
5 Years
—
7.90%
Since Inception
25.82%
16.09%
Fund Age
2 yrs 11 mo
16 yrs 4 mo
AUM
₹392.78 Cr
₹22.08 Cr
Alpha – 1 Year
41.46%
6.20%
Alpha – 3 Years
—
−0.35%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
26.76%
17.32%
Volatility – 3 Years
20.33%
15.11%
Beta – 1 Year
1.20
0.79
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
1.36
0.10
Sharpe Ratio – 3 Years
1.02
0.36
Worst Rolling Year
—
0.88%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.83%
−17.79%
Recovery Period
254 days
297 days
1-Year Rolling Windows Positive
—
99.98%
Median Rolling Year
—
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 22% · M 16% · S 47%
Number of Stocks
21
37
Portfolio P/E
44.70
45.09
Top 5 Holdings
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
—
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / 0% / 0%