Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
4.52%
6 Months
43.59%
24.02%
1 Year
46.18%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
25.82%
15.98%
Fund Age
2 yrs 11 mo
14 yrs 10 mo
AUM
₹392.78 Cr
₹214.08 Cr
Alpha – 1 Year
41.46%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
26.76%
26.85%
Volatility – 3 Years
20.33%
19.70%
Beta – 1 Year
1.20
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
1.36
1.08
Sharpe Ratio – 3 Years
1.02
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−20.83%
−18.65%
Recovery Period
254 days
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 40% · M 33% · S 24%
Number of Stocks
21
31
Portfolio P/E
44.70
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / 0% / 0%