Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
0.91%
6 Months
43.59%
22.17%
1 Year
46.18%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
25.82%
22.14%
Fund Age
2 yrs 11 mo
7 yrs 4 mo
AUM
₹392.78 Cr
₹1,280.4 Cr
Alpha – 1 Year
41.46%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
26.76%
24.60%
Volatility – 3 Years
20.33%
22.41%
Beta – 1 Year
1.20
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
1.36
0.41
Sharpe Ratio – 3 Years
1.02
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−20.83%
−26.42%
Recovery Period
254 days
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
S 100%
Number of Stocks
21
18
Portfolio P/E
44.70
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
3% / 2% / 1%