Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Marathon Trends - Trend Following
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%
1.43%
6 Months
5.51%
0.81%
1 Year
6.39%
7.79%
3 Years
13.57%
9.10%
5 Years
12.29%
—
Since Inception
17.45%
17.42%
Fund Age
16 yrs 9 mo
8 yrs 11 mo
AUM
₹2,223.2 Cr
₹342.11 Cr
Alpha – 1 Year
1.67%
3.07%
Alpha – 3 Years
1.48%
−2.99%
Information Ratio – 3 Years
0.57
0.29
Volatility – 1 Year
18.05%
17.73%
Volatility – 3 Years
15.15%
15.85%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
0.14
0.21
Sharpe Ratio – 3 Years
0.62
0.50
Worst Rolling Year
-5.62%
9.10%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−17.96%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 40% · M 35% · S 22%
Number of Stocks
55
23
Portfolio P/E
35.38
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%