Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Axis - Emerging Stars Portfolio
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%
−1.88%
6 Months
5.51%
17.49%
1 Year
6.39%
9.72%
3 Years
13.57%
—
5 Years
12.29%
—
Since Inception
17.45%
6.83%
Fund Age
16 yrs 9 mo
2 yrs 3 mo
AUM
₹2,223.2 Cr
₹104.19 Cr
Alpha – 1 Year
1.67%
6.74%
Alpha – 3 Years
1.48%
—
Information Ratio – 3 Years
0.57
—
Volatility – 1 Year
18.05%
24.22%
Volatility – 3 Years
15.15%
—
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.14
0.27
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
-5.62%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−17.96%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
—
Median Rolling Year
18.17%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 3% · M 1% · S 92%
Number of Stocks
55
45
Portfolio P/E
35.38
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
—
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%