Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
ArthAlpha Machine Learning Equity Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
2.31%
6 Months
19.63%
5.63%
1 Year
10.64%
10.47%
3 Years
12.35%
—
5 Years
10.14%
—
Since Inception
15.37%
6.92%
Fund Age
7 yrs 4 mo
1 yr 10 mo
AUM
₹270.22 Cr
₹64.41 Cr
Alpha – 1 Year
5.92%
5.75%
Alpha – 3 Years
0.26%
—
Information Ratio – 3 Years
0.03
—
Volatility – 1 Year
18.45%
17.22%
Volatility – 3 Years
15.68%
—
Beta – 1 Year
0.92
0.92
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.35
0.36
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
6.65%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.78%
−11.60%
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 33% · M 60% · S 3%
Number of Stocks
44
35
Portfolio P/E
41.34
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
—
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—