Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
5.51%
0.32%
1 Year
6.39%
1.03%
3 Years
13.57%
14.82%
5 Years
12.29%
11.82%
Since Inception
17.45%
13.07%
Fund Age
16 yrs 9 mo
5 yrs 2 mo
AUM
₹2,223.2 Cr
₹56.08 Cr
Alpha – 1 Year
1.67%
−1.95%
Alpha – 3 Years
1.48%
2.94%
Information Ratio – 3 Years
0.57
0.18
Volatility – 1 Year
18.05%
13.89%
Volatility – 3 Years
15.15%
18.35%
Beta – 1 Year
1.02
0.75
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.14
-0.25
Sharpe Ratio – 3 Years
0.62
0.55
Worst Rolling Year
-5.62%
12.65%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−17.96%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 38% · M 29% · S 24%
Number of Stocks
55
37
Portfolio P/E
35.38
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%