Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
1.09%
6 Months
43.59%
3.47%
1 Year
46.18%
−3.80%
3 Years
—
11.26%
5 Years
—
—
Since Inception
25.82%
13.40%
Fund Age
2 yrs 11 mo
3 yrs 11 mo
AUM
₹392.78 Cr
₹143.29 Cr
Alpha – 1 Year
41.46%
−6.78%
Alpha – 3 Years
—
−0.63%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
26.76%
15.14%
Volatility – 3 Years
20.33%
16.91%
Beta – 1 Year
1.20
0.83
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
1.36
-0.54
Sharpe Ratio – 3 Years
1.02
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−20.83%
−27.14%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
50
Portfolio P/E
44.70
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
—
—
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%