Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Buoyant - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.32%
1.73%
6 Months
1.97%
2.87%
1 Year
4.21%
8.13%
3 Years
4.52%
16.18%
5 Years
4.00%
18.39%
Since Inception
3.68%
20.76%
Fund Age
5 yrs 7 mo
10 yrs
AUM
₹36.08 Cr
₹12,257.23 Cr
Alpha – 1 Year
−1.09%
5.15%
Alpha – 3 Years
−2.40%
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
0.13%
17.45%
Volatility – 3 Years
0.18%
14.35%
Beta – 1 Year
0.00
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-8.15
0.22
Sharpe Ratio – 3 Years
-4.58
0.68
Worst Rolling Year
2.94%
-5.58%
Value at Worst Rolling Year
₹1.03 Cr
₹0.94 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
4.38%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
1
40
Portfolio P/E
—
24.82
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Others · 100.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%