Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
8.27%
6 Months
43.59%
25.28%
1 Year
46.18%
14.17%
3 Years
—
11.84%
5 Years
—
13.19%
Since Inception
25.82%
20.72%
Fund Age
2 yrs 11 mo
5 yrs 11 mo
AUM
₹392.78 Cr
₹1,246.45 Cr
Alpha – 1 Year
41.46%
9.45%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
26.76%
23.38%
Volatility – 3 Years
20.33%
20.74%
Beta – 1 Year
1.20
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
1.36
0.45
Sharpe Ratio – 3 Years
1.02
0.42
Worst Rolling Year
—
8.63%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.83%
−32.42%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
—
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%
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
15% of profit, above 15%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / 0.5% / 0%