Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
8.72%
6 Months
43.59%
28.59%
1 Year
46.18%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
25.82%
20.03%
Fund Age
2 yrs 11 mo
5 yrs 4 mo
AUM
₹392.78 Cr
₹221.27 Cr
Alpha – 1 Year
41.46%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
26.76%
22.32%
Volatility – 3 Years
20.33%
17.88%
Beta – 1 Year
1.20
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
1.36
0.99
Sharpe Ratio – 3 Years
1.02
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.83%
−20.50%
Recovery Period
254 days
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 19% · M 4% · S 74%
Number of Stocks
21
29
Portfolio P/E
44.70
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –