Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
5.51%
6.20%
1 Year
6.39%
9.45%
3 Years
13.57%
11.74%
5 Years
12.29%
—
Since Inception
17.45%
12.77%
Fund Age
16 yrs 9 mo
3 yrs 7 mo
AUM
₹2,223.2 Cr
₹223.43 Cr
Alpha – 1 Year
1.67%
9.88%
Alpha – 3 Years
1.48%
3.17%
Information Ratio – 3 Years
0.57
0.40
Volatility – 1 Year
18.05%
16.24%
Volatility – 3 Years
15.15%
16.22%
Beta – 1 Year
1.02
0.89
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
0.14
0.30
Sharpe Ratio – 3 Years
0.62
0.44
Worst Rolling Year
-5.62%
11.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−17.96%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 45% · M 31% · S 19%
Number of Stocks
55
96
Portfolio P/E
35.38
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%