Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.31%
0.30%
6 Months
5.51%
26.99%
1 Year
6.39%
26.29%
3 Years
13.57%
27.01%
5 Years
12.29%
—
Since Inception
17.45%
35.84%
Fund Age
16 yrs 9 mo
4 yrs 3 mo
AUM
₹2,223.2 Cr
₹521.91 Cr
Alpha – 1 Year
1.67%
28.33%
Alpha – 3 Years
1.48%
20.36%
Information Ratio – 3 Years
0.57
—
Volatility – 1 Year
18.05%
31.27%
Volatility – 3 Years
15.15%
25.96%
Beta – 1 Year
1.02
—
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.14
0.72
Sharpe Ratio – 3 Years
0.62
0.85
Worst Rolling Year
-5.62%
27.02%
Value at Worst Rolling Year
₹0.94 Cr
₹1.27 Cr
Deepest Drawdown
−17.96%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 49% · M 25% · S 21%
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Number of Stocks
55
49
Portfolio P/E
35.38
21.17
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%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—