Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
2.00%
6 Months
43.59%
4.51%
1 Year
46.18%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
25.82%
24.96%
Fund Age
2 yrs 11 mo
4 yrs 7 mo
AUM
₹392.78 Cr
₹136 Cr
Alpha – 1 Year
41.46%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
26.76%
19.24%
Volatility – 3 Years
20.33%
20.81%
Beta – 1 Year
1.20
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
1.36
0.55
Sharpe Ratio – 3 Years
1.02
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−20.83%
−25.24%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 53% · M 22% · S 20%
Number of Stocks
21
18
Portfolio P/E
44.70
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / 0% / 0%