Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.32%
10.15%
6 Months
1.97%
31.39%
1 Year
4.21%
26.01%
3 Years
4.52%
19.28%
5 Years
4.00%
23.67%
Since Inception
3.68%
28.23%
Fund Age
5 yrs 7 mo
5 yrs 4 mo
AUM
₹36.08 Cr
₹483.07 Cr
Alpha – 1 Year
−1.09%
21.29%
Alpha – 3 Years
−2.40%
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
0.13%
27.77%
Volatility – 3 Years
0.18%
26.19%
Beta – 1 Year
0.00
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
-8.15
0.78
Sharpe Ratio – 3 Years
-4.58
0.61
Worst Rolling Year
2.94%
19.29%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
1
63
Portfolio P/E
—
62.66
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
—
Top Sectors
Others · 100.00%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%