Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.36%
6 Months
5.51%
5.01%
1 Year
6.39%
−5.33%
3 Years
13.57%
1.25%
5 Years
12.29%
−1.56%
Since Inception
17.45%
10.94%
Fund Age
16 yrs 9 mo
6 yrs 11 mo
AUM
₹2,223.2 Cr
₹122.91 Cr
Alpha – 1 Year
1.67%
−8.31%
Alpha – 3 Years
1.48%
−10.64%
Information Ratio – 3 Years
0.57
-0.98
Volatility – 1 Year
18.05%
16.35%
Volatility – 3 Years
15.15%
16.88%
Beta – 1 Year
1.02
0.87
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.14
-0.59
Sharpe Ratio – 3 Years
0.62
-0.17
Worst Rolling Year
-5.62%
-5.79%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−17.96%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
54.01%
Median Rolling Year
18.17%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 49% · M 25% · S 21%
M 4% · S 79%
Number of Stocks
55
—
Portfolio P/E
35.38
—
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%