Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Avestha - Growth
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%
0.64%
6 Months
1.97%
21.51%
1 Year
4.21%
15.87%
3 Years
4.52%
14.38%
5 Years
4.00%
17.96%
Since Inception
3.68%
16.82%
Fund Age
5 yrs 7 mo
8 yrs 9 mo
AUM
₹36.08 Cr
₹1,503.25 Cr
Alpha – 1 Year
−1.09%
11.15%
Alpha – 3 Years
−2.40%
2.29%
Information Ratio – 3 Years
—
0.39
Volatility – 1 Year
0.13%
27.51%
Volatility – 3 Years
0.18%
22.70%
Beta – 1 Year
0.00
1.48
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
-8.15
0.47
Sharpe Ratio – 3 Years
-4.58
0.50
Worst Rolling Year
2.94%
1.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.02 Cr
Deepest Drawdown
—
−24.39%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
1
17
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Others · 100.00%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%