Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
4.17%
6 Months
5.51%
19.62%
1 Year
6.39%
12.19%
3 Years
13.57%
23.51%
5 Years
12.29%
13.96%
Since Inception
17.45%
23.13%
Fund Age
16 yrs 9 mo
6 yrs 7 mo
AUM
₹2,223.2 Cr
₹2,332.81 Cr
Alpha – 1 Year
1.67%
9.21%
Alpha – 3 Years
1.48%
11.63%
Information Ratio – 3 Years
0.57
0.83
Volatility – 1 Year
18.05%
26.11%
Volatility – 3 Years
15.15%
21.82%
Beta – 1 Year
1.02
1.32
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
0.14
0.33
Sharpe Ratio – 3 Years
0.62
0.83
Worst Rolling Year
-5.62%
12.50%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−17.96%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 14% · M 33% · S 52%
Number of Stocks
55
33
Portfolio P/E
35.38
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%