Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
JM Financial - Growth and Value
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
2.34%
6 Months
43.59%
5.38%
1 Year
46.18%
1.65%
3 Years
—
13.13%
5 Years
—
8.52%
Since Inception
25.82%
13.45%
Fund Age
2 yrs 11 mo
21 yrs 4 mo
AUM
₹392.78 Cr
₹79.74 Cr
Alpha – 1 Year
41.46%
2.08%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
26.76%
14.11%
Volatility – 3 Years
20.33%
16.18%
Beta – 1 Year
1.20
0.81
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
1.36
-0.20
Sharpe Ratio – 3 Years
1.02
0.50
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.83%
−20.69%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 70% · M 8% · S 16%
Number of Stocks
21
35
Portfolio P/E
44.70
35.19
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%
ICICI Bank Ltd · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
—
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
3% / 2% / 0%