Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
4.27%
6 Months
43.59%
−8.15%
1 Year
46.18%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
25.82%
11.07%
Fund Age
2 yrs 11 mo
5 yrs
AUM
₹392.78 Cr
₹121.08 Cr
Alpha – 1 Year
41.46%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
26.76%
24.51%
Volatility – 3 Years
20.33%
24.85%
Beta – 1 Year
1.20
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
1.36
-0.34
Sharpe Ratio – 3 Years
1.02
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−20.83%
−34.50%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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% / – / –
2% / 1% / 0%