Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Wallfort-Avenue Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
3.79%
6 Months
43.59%
18.76%
1 Year
46.18%
31.67%
3 Years
—
24.57%
5 Years
—
—
Since Inception
25.82%
26.31%
Fund Age
2 yrs 11 mo
2 yrs 4 mo
AUM
₹392.78 Cr
₹160.31 Cr
Alpha – 1 Year
41.46%
26.95%
Alpha – 3 Years
—
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
17.93%
Volatility – 3 Years
20.33%
20.59%
Beta – 1 Year
1.20
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.36
1.34
Sharpe Ratio – 3 Years
1.02
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.83%
−12.22%
Recovery Period
254 days
69 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 15%
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%