Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
MOAT - Emerging Moat
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
2.64%
6 Months
1.97%
5.29%
1 Year
4.21%
2.64%
3 Years
4.52%
8.64%
5 Years
4.00%
—
Since Inception
3.68%
12.31%
Fund Age
5 yrs 7 mo
3 yrs 11 mo
AUM
₹36.08 Cr
₹56.94 Cr
Alpha – 1 Year
−1.09%
−2.08%
Alpha – 3 Years
−2.40%
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
0.13%
19.56%
Volatility – 3 Years
0.18%
17.76%
Beta – 1 Year
0.00
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-8.15
-0.05
Sharpe Ratio – 3 Years
-4.58
0.31
Worst Rolling Year
2.94%
8.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
1
—
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%