Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
3.01%
6 Months
43.59%
9.93%
1 Year
46.18%
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
25.82%
11.87%
Fund Age
2 yrs 11 mo
4 yrs 7 mo
AUM
₹392.78 Cr
₹1,953.44 Cr
Alpha – 1 Year
41.46%
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
26.76%
19.15%
Volatility – 3 Years
20.33%
16.91%
Beta – 1 Year
1.20
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
1.36
0.19
Sharpe Ratio – 3 Years
1.02
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−20.83%
−20.91%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 17% · M 8% · S 75%
Number of Stocks
21
—
Portfolio P/E
44.70
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
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