Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
3.88%
6 Months
43.59%
18.21%
1 Year
46.18%
11.44%
3 Years
—
9.27%
5 Years
—
10.90%
Since Inception
25.82%
13.08%
Fund Age
2 yrs 11 mo
9 yrs
AUM
₹392.78 Cr
₹29.3 Cr
Alpha – 1 Year
41.46%
6.74%
Alpha – 3 Years
—
−1.95%
Information Ratio – 3 Years
—
-0.21
Volatility – 1 Year
26.76%
23.26%
Volatility – 3 Years
20.33%
18.09%
Beta – 1 Year
1.20
1.21
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
1.36
0.35
Sharpe Ratio – 3 Years
1.02
0.32
Worst Rolling Year
—
0.11%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.83%
−21.53%
Recovery Period
254 days
436 days
1-Year Rolling Windows Positive
—
99.73%
Median Rolling Year
—
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 6% · M 32% · S 55%
Number of Stocks
21
23
Portfolio P/E
44.70
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%