Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
IDPL Wealthy Nivesh Multi-Asset PMS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.93%
6.88%
6 Months
43.59%
—
1 Year
46.18%
—
3 Years
—
—
5 Years
—
—
Since Inception
25.82%
−0.16%
Fund Age
2 yrs 11 mo
5 mo
AUM
₹392.78 Cr
₹7.04 Cr
Alpha – 1 Year
41.46%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
—
Volatility – 3 Years
20.33%
—
Beta – 1 Year
1.20
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.36
—
Sharpe Ratio – 3 Years
1.02
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.83%
—
Recovery Period
254 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 38% · M 29% · S 25%
Number of Stocks
21
7
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%
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
—
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / – / –