Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
2.85%
6 Months
1.97%
22.81%
1 Year
4.21%
15.74%
3 Years
4.52%
19.34%
5 Years
4.00%
—
Since Inception
3.68%
24.49%
Fund Age
5 yrs 7 mo
3 yrs 3 mo
AUM
₹36.08 Cr
₹446.96 Cr
Alpha – 1 Year
−1.09%
11.02%
Alpha – 3 Years
−2.40%
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
0.13%
23.09%
Volatility – 3 Years
0.18%
17.79%
Beta – 1 Year
0.00
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-8.15
0.51
Sharpe Ratio – 3 Years
-4.58
0.79
Worst Rolling Year
2.94%
19.32%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
1
30
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
—
Top Sectors
Others · 100.00%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—