Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
East Green-Agile Strategy
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%
1.90%
6 Months
19.63%
23.62%
1 Year
10.64%
21.42%
3 Years
12.35%
14.56%
5 Years
10.14%
—
Since Inception
15.37%
16.17%
Fund Age
7 yrs 4 mo
3 yrs 1 mo
AUM
₹270.22 Cr
₹77.6 Cr
Alpha – 1 Year
5.92%
16.70%
Alpha – 3 Years
0.26%
2.47%
Information Ratio – 3 Years
0.03
0.32
Volatility – 1 Year
18.45%
21.73%
Volatility – 3 Years
15.68%
20.33%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
0.90
1.05
Sharpe Ratio – 1 Year
0.35
0.76
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
6.65%
14.63%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−22.78%
−24.36%
Recovery Period
153 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
14.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
—
Number of Stocks
44
—
Portfolio P/E
41.34
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%