Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
−0.37%
6 Months
43.59%
3.64%
1 Year
46.18%
6.24%
3 Years
—
9.36%
5 Years
—
8.05%
Since Inception
25.82%
9.66%
Fund Age
2 yrs 11 mo
8 yrs 3 mo
AUM
₹392.78 Cr
₹32.8 Cr
Alpha – 1 Year
41.46%
6.59%
Alpha – 3 Years
—
0.36%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
26.76%
18.27%
Volatility – 3 Years
20.33%
15.46%
Beta – 1 Year
1.20
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
1.36
0.15
Sharpe Ratio – 3 Years
1.02
0.34
Worst Rolling Year
—
6.25%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−20.83%
−22.11%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 58% · M 28% · S 8%
Number of Stocks
21
33
Portfolio P/E
44.70
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
—
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / 0% / 0%