Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Ckredence-Business Cycle Fund
Return for the risk
3 yrs return
0%
5%
10%
Nifty 500 · 6.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.32%
2.97%
6 Months
1.97%
18.69%
1 Year
4.21%
17.43%
3 Years
4.52%
—
5 Years
4.00%
—
Since Inception
3.68%
17.76%
Fund Age
5 yrs 7 mo
2 yrs 9 mo
AUM
₹36.08 Cr
₹197.55 Cr
Alpha – 1 Year
−1.09%
17.78%
Alpha – 3 Years
−2.40%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.13%
20.32%
Volatility – 3 Years
0.18%
—
Beta – 1 Year
0.00
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-8.15
0.63
Sharpe Ratio – 3 Years
-4.58
—
Worst Rolling Year
2.94%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
—
−15.36%
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 18% · M 24% · S 51%
Number of Stocks
1
35
Portfolio P/E
—
35.70
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Others · 100.00%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%