Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
7.93%
−0.25%
6 Months
43.59%
3.36%
1 Year
46.18%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
25.82%
10.42%
Fund Age
2 yrs 11 mo
16 yrs 11 mo
AUM
₹392.78 Cr
₹257.93 Cr
Alpha – 1 Year
41.46%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
26.76%
1.99%
Volatility – 3 Years
20.33%
1.94%
Beta – 1 Year
1.20
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
1.36
1.45
Sharpe Ratio – 3 Years
1.02
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−20.83%
—
Recovery Period
254 days
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
—
Portfolio P/E
44.70
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%