Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
1.97%
0.32%
1 Year
4.21%
1.03%
3 Years
4.52%
14.82%
5 Years
4.00%
11.82%
Since Inception
3.68%
13.07%
Fund Age
5 yrs 7 mo
5 yrs 2 mo
AUM
₹36.08 Cr
₹56.08 Cr
Alpha – 1 Year
−1.09%
−1.95%
Alpha – 3 Years
−2.40%
2.94%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
0.13%
13.89%
Volatility – 3 Years
0.18%
18.35%
Beta – 1 Year
0.00
0.75
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-8.15
-0.25
Sharpe Ratio – 3 Years
-4.58
0.55
Worst Rolling Year
2.94%
12.65%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
1
37
Portfolio P/E
—
29.42
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Others · 100.00%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%