Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
3.04%
6 Months
43.59%
5.19%
1 Year
46.18%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
25.82%
12.62%
Fund Age
2 yrs 11 mo
3 yrs 8 mo
AUM
₹392.78 Cr
₹42.96 Cr
Alpha – 1 Year
41.46%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
26.76%
16.93%
Volatility – 3 Years
20.33%
15.20%
Beta – 1 Year
1.20
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
1.36
-0.27
Sharpe Ratio – 3 Years
1.02
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−20.83%
−20.38%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%