Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
4.02%
6 Months
43.59%
10.61%
1 Year
46.18%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
25.82%
12.23%
Fund Age
2 yrs 11 mo
7 yrs 7 mo
AUM
₹392.78 Cr
₹1,666.24 Cr
Alpha – 1 Year
41.46%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
26.76%
19.50%
Volatility – 3 Years
20.33%
16.37%
Beta – 1 Year
1.20
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.36
-0.02
Sharpe Ratio – 3 Years
1.02
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.83%
−23.56%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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% / – / –
0% / 0% / 0%