Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
0.25%
6 Months
19.63%
15.19%
1 Year
10.64%
3.21%
3 Years
12.35%
19.65%
5 Years
10.14%
—
Since Inception
15.37%
25.09%
Fund Age
7 yrs 4 mo
3 yrs 5 mo
AUM
₹270.22 Cr
₹4,148.34 Cr
Alpha – 1 Year
5.92%
0.23%
Alpha – 3 Years
0.26%
7.77%
Information Ratio – 3 Years
0.03
0.62
Volatility – 1 Year
18.45%
21.54%
Volatility – 3 Years
15.68%
22.15%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
0.90
1.15
Sharpe Ratio – 1 Year
0.35
-0.01
Sharpe Ratio – 3 Years
0.49
0.68
Worst Rolling Year
6.65%
19.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−22.78%
−27.91%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 26% · M 35% · S 37%
Number of Stocks
44
26
Portfolio P/E
41.34
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%