Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
−1.54%
6 Months
19.63%
−5.38%
1 Year
10.64%
−6.70%
3 Years
12.35%
7.98%
5 Years
10.14%
—
Since Inception
15.37%
7.98%
Fund Age
7 yrs 4 mo
2 yrs 11 mo
AUM
₹270.22 Cr
₹7.31 Cr
Alpha – 1 Year
5.92%
−6.35%
Alpha – 3 Years
0.26%
−1.02%
Information Ratio – 3 Years
0.03
-0.08
Volatility – 1 Year
18.45%
17.44%
Volatility – 3 Years
15.68%
15.65%
Beta – 1 Year
0.92
1.08
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.35
-0.61
Sharpe Ratio – 3 Years
0.49
0.22
Worst Rolling Year
6.65%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.78%
−21.15%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 61% · M 26% · S 9%
Number of Stocks
44
66
Portfolio P/E
41.34
27.03
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 0% / 0%