Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.31%
−0.92%
6 Months
5.51%
32.15%
1 Year
6.39%
16.77%
3 Years
13.57%
19.00%
5 Years
12.29%
20.10%
Since Inception
17.45%
27.01%
Fund Age
16 yrs 9 mo
6 yrs 10 mo
AUM
₹2,223.2 Cr
₹247.64 Cr
Alpha – 1 Year
1.67%
13.79%
Alpha – 3 Years
1.48%
7.10%
Information Ratio – 3 Years
0.57
0.30
Volatility – 1 Year
18.05%
39.13%
Volatility – 3 Years
15.15%
29.47%
Beta – 1 Year
1.02
1.87
Beta – 3 Years
0.96
1.36
Sharpe Ratio – 1 Year
0.14
0.42
Sharpe Ratio – 3 Years
0.62
0.55
Worst Rolling Year
-5.62%
15.03%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−17.96%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
S 80%
Number of Stocks
55
42
Portfolio P/E
35.38
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%