Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
3.76%
6 Months
19.63%
11.66%
1 Year
10.64%
12.54%
3 Years
12.35%
11.42%
5 Years
10.14%
—
Since Inception
15.37%
6.78%
Fund Age
7 yrs 4 mo
4 yrs 10 mo
AUM
₹270.22 Cr
₹2.34 Cr
Alpha – 1 Year
5.92%
7.82%
Alpha – 3 Years
0.26%
−0.67%
Information Ratio – 3 Years
0.03
-0.04
Volatility – 1 Year
18.45%
21.44%
Volatility – 3 Years
15.68%
14.93%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
0.90
0.81
Sharpe Ratio – 1 Year
0.35
0.41
Sharpe Ratio – 3 Years
0.49
0.50
Worst Rolling Year
6.65%
3.84%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−22.78%
−16.40%
Recovery Period
153 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 46% · M 22% · S 27%
Number of Stocks
44
19
Portfolio P/E
41.34
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%