Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.93%
0.50%
6 Months
43.59%
2.02%
1 Year
46.18%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
25.82%
9.73%
Fund Age
2 yrs 11 mo
6 yrs
AUM
₹392.78 Cr
₹128.19 Cr
Alpha – 1 Year
41.46%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
26.76%
19.24%
Volatility – 3 Years
20.33%
14.76%
Beta – 1 Year
1.20
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
1.36
-0.16
Sharpe Ratio – 3 Years
1.02
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.83%
−18.72%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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% / – / –
0% / 0% / 0%