Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Karma - Wealth Builder
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%
4.30%
6 Months
1.97%
9.50%
1 Year
4.21%
10.30%
3 Years
4.52%
13.40%
5 Years
4.00%
13.85%
Since Inception
3.68%
12.90%
Fund Age
5 yrs 7 mo
19 yrs 8 mo
AUM
₹36.08 Cr
₹295.65 Cr
Alpha – 1 Year
−1.09%
5.60%
Alpha – 3 Years
−2.40%
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
0.13%
20.18%
Volatility – 3 Years
0.18%
17.30%
Beta – 1 Year
0.00
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-8.15
0.32
Sharpe Ratio – 3 Years
-4.58
0.49
Worst Rolling Year
2.94%
-20.52%
Value at Worst Rolling Year
₹1.03 Cr
₹0.79 Cr
Deepest Drawdown
—
−12.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
4.38%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
1
—
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Others · 100.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –