Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
1.97%
8.08%
1 Year
4.21%
10.16%
3 Years
4.52%
15.60%
5 Years
4.00%
—
Since Inception
3.68%
19.84%
Fund Age
5 yrs 7 mo
6 yrs 11 mo
AUM
₹36.08 Cr
₹3.18 Cr
Alpha – 1 Year
−1.09%
7.18%
Alpha – 3 Years
−2.40%
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
0.13%
19.93%
Volatility – 3 Years
0.18%
18.09%
Beta – 1 Year
0.00
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-8.15
0.31
Sharpe Ratio – 3 Years
-4.58
0.60
Worst Rolling Year
2.94%
14.68%
Value at Worst Rolling Year
₹1.03 Cr
₹1.15 Cr
Deepest Drawdown
—
−19.38%
Recovery Period
—
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
1
29
Portfolio P/E
—
38.53
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Others · 100.00%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / –