Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
5.51%
13.10%
1 Year
6.39%
18.11%
3 Years
13.57%
14.56%
5 Years
12.29%
8.71%
Since Inception
17.45%
13.67%
Fund Age
16 yrs 9 mo
11 yrs 2 mo
AUM
₹2,223.2 Cr
₹138.06 Cr
Alpha – 1 Year
1.67%
18.46%
Alpha – 3 Years
1.48%
5.57%
Information Ratio – 3 Years
0.57
0.62
Volatility – 1 Year
18.05%
22.83%
Volatility – 3 Years
15.15%
16.72%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.14
0.61
Sharpe Ratio – 3 Years
0.62
0.55
Worst Rolling Year
-5.62%
-8.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−17.96%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
96.40%
92.53%
Median Rolling Year
18.17%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 38% · M 14% · S 45%
Number of Stocks
55
18
Portfolio P/E
35.38
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%