Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
5.51%
19.55%
1 Year
6.39%
11.69%
3 Years
13.57%
15.46%
5 Years
12.29%
—
Since Inception
17.45%
23.05%
Fund Age
16 yrs 9 mo
3 yrs 4 mo
AUM
₹2,223.2 Cr
₹95.08 Cr
Alpha – 1 Year
1.67%
8.71%
Alpha – 3 Years
1.48%
3.58%
Information Ratio – 3 Years
0.57
0.52
Volatility – 1 Year
18.05%
27.25%
Volatility – 3 Years
15.15%
23.29%
Beta – 1 Year
1.02
1.44
Beta – 3 Years
0.96
1.22
Sharpe Ratio – 1 Year
0.14
0.33
Sharpe Ratio – 3 Years
0.62
0.66
Worst Rolling Year
-5.62%
15.47%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−17.96%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 49% · M 25% · S 21%
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%