Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
5.60%
6 Months
43.59%
9.69%
1 Year
46.18%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
25.82%
11.34%
Fund Age
2 yrs 11 mo
5 yrs 5 mo
AUM
₹392.78 Cr
₹190.75 Cr
Alpha – 1 Year
41.46%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
26.76%
24.59%
Volatility – 3 Years
20.33%
18.73%
Beta – 1 Year
1.20
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
1.36
0.44
Sharpe Ratio – 3 Years
1.02
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.83%
−18.32%
Recovery Period
254 days
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 16% · M 12% · S 39%
Number of Stocks
21
—
Portfolio P/E
44.70
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / – / –
3% / 2% / 1%