Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
1.97%
11.47%
1 Year
4.21%
5.40%
3 Years
4.52%
7.77%
5 Years
4.00%
—
Since Inception
3.68%
9.99%
Fund Age
5 yrs 7 mo
4 yrs 9 mo
AUM
₹36.08 Cr
₹144.91 Cr
Alpha – 1 Year
−1.09%
0.68%
Alpha – 3 Years
−2.40%
−4.32%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
0.13%
24.35%
Volatility – 3 Years
0.18%
20.17%
Beta – 1 Year
0.00
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-8.15
0.11
Sharpe Ratio – 3 Years
-4.58
0.39
Worst Rolling Year
2.94%
7.72%
Value at Worst Rolling Year
₹1.03 Cr
₹1.08 Cr
Deepest Drawdown
—
−31.10%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 33% · M 4% · S 58%
Number of Stocks
1
15
Portfolio P/E
—
50.52
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Others · 100.00%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%