Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
4.17%
6 Months
1.97%
19.62%
1 Year
4.21%
12.19%
3 Years
4.52%
23.51%
5 Years
4.00%
13.96%
Since Inception
3.68%
23.13%
Fund Age
5 yrs 7 mo
6 yrs 7 mo
AUM
₹36.08 Cr
₹2,332.81 Cr
Alpha – 1 Year
−1.09%
9.21%
Alpha – 3 Years
−2.40%
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
0.13%
26.11%
Volatility – 3 Years
0.18%
21.82%
Beta – 1 Year
0.00
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-8.15
0.33
Sharpe Ratio – 3 Years
-4.58
0.83
Worst Rolling Year
2.94%
12.50%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
1
33
Portfolio P/E
—
52.72
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Others · 100.00%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%