Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Invesco - Challengers
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%
1.41%
6 Months
5.51%
13.18%
1 Year
6.39%
2.91%
3 Years
13.57%
14.27%
5 Years
12.29%
—
Since Inception
17.45%
11.83%
Fund Age
16 yrs 9 mo
4 yrs 11 mo
AUM
₹2,223.2 Cr
₹31.01 Cr
Alpha – 1 Year
1.67%
−1.81%
Alpha – 3 Years
1.48%
2.18%
Information Ratio – 3 Years
0.57
0.24
Volatility – 1 Year
18.05%
18.67%
Volatility – 3 Years
15.15%
17.11%
Beta – 1 Year
1.02
0.97
Beta – 3 Years
0.96
0.95
Sharpe Ratio – 1 Year
0.14
-0.04
Sharpe Ratio – 3 Years
0.62
0.56
Worst Rolling Year
-5.62%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−17.96%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 49% · M 25% · S 21%
L 37% · M 30% · S 33%
Number of Stocks
55
26
Portfolio P/E
35.38
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—