Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
−2.58%
6 Months
1.97%
1.87%
1 Year
4.21%
8.68%
3 Years
4.52%
16.60%
5 Years
4.00%
15.36%
Since Inception
3.68%
12.51%
Fund Age
5 yrs 7 mo
8 yrs 8 mo
AUM
₹36.08 Cr
₹4.55 Cr
Alpha – 1 Year
−1.09%
3.96%
Alpha – 3 Years
−2.40%
4.51%
Information Ratio – 3 Years
—
0.64
Volatility – 1 Year
0.13%
15.98%
Volatility – 3 Years
0.18%
15.76%
Beta – 1 Year
0.00
0.87
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
-8.15
0.27
Sharpe Ratio – 3 Years
-4.58
0.72
Worst Rolling Year
2.94%
1.47%
Value at Worst Rolling Year
₹1.03 Cr
₹1.01 Cr
Deepest Drawdown
—
−17.84%
Recovery Period
—
136 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
19.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 68% · M 14% · S 12%
Number of Stocks
1
14
Portfolio P/E
—
31.16
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Others · 100.00%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%