Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Right Horizons - India Business Leaders
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%
3.11%
6 Months
1.97%
4.12%
1 Year
4.21%
−0.25%
3 Years
4.52%
10.95%
5 Years
4.00%
10.56%
Since Inception
3.68%
10.62%
Fund Age
5 yrs 7 mo
13 yrs 8 mo
AUM
₹36.08 Cr
₹41.22 Cr
Alpha – 1 Year
−1.09%
0.18%
Alpha – 3 Years
−2.40%
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
0.13%
20.61%
Volatility – 3 Years
0.18%
17.57%
Beta – 1 Year
0.00
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
-8.15
-0.18
Sharpe Ratio – 3 Years
-4.58
0.46
Worst Rolling Year
2.94%
-10.52%
Value at Worst Rolling Year
₹1.03 Cr
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
4.38%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
1
25
Portfolio P/E
—
36.71
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Others · 100.00%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%