Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
−1.22%
6 Months
5.51%
5.87%
1 Year
6.39%
2.35%
3 Years
13.57%
13.67%
5 Years
12.29%
15.58%
Since Inception
17.45%
16.64%
Fund Age
16 yrs 9 mo
5 yrs 6 mo
AUM
₹2,223.2 Cr
₹756.71 Cr
Alpha – 1 Year
1.67%
−0.63%
Alpha – 3 Years
1.48%
1.78%
Information Ratio – 3 Years
0.57
0.09
Volatility – 1 Year
18.05%
15.74%
Volatility – 3 Years
15.15%
14.36%
Beta – 1 Year
1.02
0.82
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
0.14
-0.13
Sharpe Ratio – 3 Years
0.62
0.59
Worst Rolling Year
-5.62%
13.38%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−17.96%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
20.28%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 43% · M 8% · S 37%
Number of Stocks
55
26
Portfolio P/E
35.38
34.08
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%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%