Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.17%
6 Months
5.51%
3.92%
1 Year
6.39%
9.29%
3 Years
13.57%
14.80%
5 Years
12.29%
9.78%
Since Inception
17.45%
14.35%
Fund Age
16 yrs 9 mo
5 yrs 5 mo
AUM
₹2,223.2 Cr
₹95.56 Cr
Alpha – 1 Year
1.67%
9.72%
Alpha – 3 Years
1.48%
6.23%
Information Ratio – 3 Years
0.57
0.76
Volatility – 1 Year
18.05%
16.82%
Volatility – 3 Years
15.15%
15.81%
Beta – 1 Year
1.02
1.02
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
0.14
0.29
Sharpe Ratio – 3 Years
0.62
0.61
Worst Rolling Year
-5.62%
5.26%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−17.96%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 55% · M 33% · S 10%
Number of Stocks
55
59
Portfolio P/E
35.38
34.30
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%