Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
−1.54%
6 Months
1.97%
−5.38%
1 Year
4.21%
−6.70%
3 Years
4.52%
7.98%
5 Years
4.00%
—
Since Inception
3.68%
7.98%
Fund Age
5 yrs 7 mo
2 yrs 11 mo
AUM
₹36.08 Cr
₹7.31 Cr
Alpha – 1 Year
−1.09%
−6.35%
Alpha – 3 Years
−2.40%
−1.02%
Information Ratio – 3 Years
—
-0.08
Volatility – 1 Year
0.13%
17.44%
Volatility – 3 Years
0.18%
15.65%
Beta – 1 Year
0.00
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-8.15
-0.61
Sharpe Ratio – 3 Years
-4.58
0.22
Worst Rolling Year
2.94%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
—
−21.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
4.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 61% · M 26% · S 9%
Number of Stocks
1
66
Portfolio P/E
—
27.03
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Others · 100.00%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 0% / 0%