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AlfAccurate Advisors - AAA Couture vs Fortuna One: Long term Capital Compounding Approach

AlfAccurate Advisors - AAA Couture

Fortuna One: Long term Capital Compounding Approach

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Growth of ₹1 Crore

AlfAccurate Advisors - AAA Couture

Fortuna One: Long term Capital Compounding Approach

Return for the risk

3 yrs return

20%

25%

30%

Fortuna One: Long term Capital Compounding Approach

23.8% • vol 28.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

7.93%

4.05%

6 Months

43.59%

16.98%

1 Year

46.18%

13.25%

3 Years

—

23.80%

5 Years

—

Since Inception

25.82%

27.59%

Fund Age

2 yrs 11 mo

3 yrs 1 mo

AUM

₹392.78 Cr

₹90.57 Cr

Alpha – 1 Year

41.46%

8.53%

Alpha – 3 Years

—

11.71%

Information Ratio – 3 Years

—

Volatility – 1 Year

26.76%

28.81%

Volatility – 3 Years

20.33%

28.81%

Beta – 1 Year

1.20

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.36

0.51

Sharpe Ratio – 3 Years

1.02

0.51

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−20.83%

−15.75%

Recovery Period

254 days

36 days

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 9% · M 21% · S 59%

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Number of Stocks

—

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%

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Top Sectors

—

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

15% of profit, above 15%

—

Exit Load (Y1 / Y2 / Y3)

2% / – / –

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