Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.93%
1.96%
6 Months
43.59%
−0.83%
1 Year
46.18%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
25.82%
15.45%
Fund Age
2 yrs 11 mo
4 yrs 1 mo
AUM
₹392.78 Cr
₹67.74 Cr
Alpha – 1 Year
41.46%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
26.76%
16.48%
Volatility – 3 Years
20.33%
12.47%
Beta – 1 Year
1.20
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
1.36
0.60
Sharpe Ratio – 3 Years
1.02
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.83%
−14.92%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / – / –