Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
4.30%
6 Months
43.59%
9.50%
1 Year
46.18%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
25.82%
12.90%
Fund Age
2 yrs 11 mo
19 yrs 8 mo
AUM
₹392.78 Cr
₹295.65 Cr
Alpha – 1 Year
41.46%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
26.76%
20.18%
Volatility – 3 Years
20.33%
17.30%
Beta – 1 Year
1.20
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.36
0.32
Sharpe Ratio – 3 Years
1.02
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−20.83%
−12.92%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 9% · M 21% · S 59%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –
1% / – / –