Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.93%
−3.33%
6 Months
43.59%
24.60%
1 Year
46.18%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
25.82%
24.10%
Fund Age
2 yrs 11 mo
4 yrs 4 mo
AUM
₹392.78 Cr
₹3.89 Cr
Alpha – 1 Year
41.46%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
26.76%
32.74%
Volatility – 3 Years
20.33%
27.24%
Beta – 1 Year
1.20
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
1.36
0.20
Sharpe Ratio – 3 Years
1.02
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−20.83%
−34.40%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
27
Portfolio P/E
44.70
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%