Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
7.93%
2.65%
6 Months
43.59%
21.60%
1 Year
46.18%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
25.82%
9.69%
Fund Age
2 yrs 11 mo
9 yrs 2 mo
AUM
₹392.78 Cr
₹10.09 Cr
Alpha – 1 Year
41.46%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
1.87%
Volatility – 3 Years
20.33%
1.87%
Beta – 1 Year
1.20
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.36
16.58
Sharpe Ratio – 3 Years
1.02
16.58
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 33% · M 13% · S 49%
Number of Stocks
21
22
Portfolio P/E
44.70
38.25
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%
—
Top Sectors
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%