Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
2.64%
6 Months
43.59%
5.29%
1 Year
46.18%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
25.82%
12.31%
Fund Age
2 yrs 11 mo
3 yrs 11 mo
AUM
₹392.78 Cr
₹56.94 Cr
Alpha – 1 Year
41.46%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
26.76%
19.56%
Volatility – 3 Years
20.33%
17.76%
Beta – 1 Year
1.20
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
1.36
-0.05
Sharpe Ratio – 3 Years
1.02
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.83%
−25.57%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%