Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
4.15%
6 Months
43.59%
18.21%
1 Year
46.18%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
25.82%
13.93%
Fund Age
2 yrs 11 mo
11 yrs 4 mo
AUM
₹392.78 Cr
₹13.37 Cr
Alpha – 1 Year
41.46%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
—
1.24
Volatility – 1 Year
26.76%
18.18%
Volatility – 3 Years
20.33%
17.99%
Beta – 1 Year
1.20
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
1.36
0.75
Sharpe Ratio – 3 Years
1.02
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.83%
−20.05%
Recovery Period
254 days
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 27% · M 15% · S 55%
Number of Stocks
21
32
Portfolio P/E
44.70
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%