Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Sundaram Alternate - SISOP
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%
5.72%
6 Months
5.51%
23.48%
1 Year
6.39%
38.68%
3 Years
13.57%
26.01%
5 Years
12.29%
16.58%
Since Inception
17.45%
18.98%
Fund Age
16 yrs 9 mo
16 yrs 6 mo
AUM
₹2,223.2 Cr
₹1,885.18 Cr
Alpha – 1 Year
1.67%
33.96%
Alpha – 3 Years
1.48%
13.92%
Information Ratio – 3 Years
0.57
1.27
Volatility – 1 Year
18.05%
28.06%
Volatility – 3 Years
15.15%
20.41%
Beta – 1 Year
1.02
1.39
Beta – 3 Years
0.96
1.06
Sharpe Ratio – 1 Year
0.14
1.12
Sharpe Ratio – 3 Years
0.62
1.06
Worst Rolling Year
-5.62%
-4.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−17.96%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
96.40%
98.28%
Median Rolling Year
18.17%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 49% · M 25% · S 21%
L 40% · M 32% · S 24%
Number of Stocks
55
28
Portfolio P/E
35.38
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%