Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Invesco - Rise
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
5.01%
6 Months
43.59%
8.17%
1 Year
46.18%
19.57%
3 Years
—
18.20%
5 Years
—
15.63%
Since Inception
25.82%
14.42%
Fund Age
2 yrs 11 mo
10 yrs 4 mo
AUM
₹392.78 Cr
₹337.5 Cr
Alpha – 1 Year
41.46%
14.85%
Alpha – 3 Years
—
6.11%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
26.76%
14.72%
Volatility – 3 Years
20.33%
15.36%
Beta – 1 Year
1.20
0.78
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
1.36
0.93
Sharpe Ratio – 3 Years
1.02
0.83
Worst Rolling Year
—
-10.21%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−20.83%
−21.92%
Recovery Period
254 days
231 days
1-Year Rolling Windows Positive
—
88.56%
Median Rolling Year
—
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 49% · M 27% · S 21%
Number of Stocks
21
23
Portfolio P/E
44.70
50.96
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%
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 15%
—
Exit Load (Y1 / Y2 / Y3)
2% / – / –
—