Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.25%
6 Months
5.51%
15.19%
1 Year
6.39%
3.21%
3 Years
13.57%
19.65%
5 Years
12.29%
—
Since Inception
17.45%
25.09%
Fund Age
16 yrs 9 mo
3 yrs 5 mo
AUM
₹2,223.2 Cr
₹4,148.34 Cr
Alpha – 1 Year
1.67%
0.23%
Alpha – 3 Years
1.48%
7.77%
Information Ratio – 3 Years
0.57
0.62
Volatility – 1 Year
18.05%
21.54%
Volatility – 3 Years
15.15%
22.15%
Beta – 1 Year
1.02
1.06
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
0.14
-0.01
Sharpe Ratio – 3 Years
0.62
0.68
Worst Rolling Year
-5.62%
19.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−17.96%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 26% · M 35% · S 37%
Number of Stocks
55
26
Portfolio P/E
35.38
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%