Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Right Horizons - Perennial
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%
−0.19%
6 Months
19.63%
11.46%
1 Year
10.64%
8.21%
3 Years
12.35%
12.09%
5 Years
10.14%
11.81%
Since Inception
15.37%
13.34%
Fund Age
7 yrs 4 mo
5 yrs 3 mo
AUM
₹270.22 Cr
₹34.29 Cr
Alpha – 1 Year
5.92%
5.23%
Alpha – 3 Years
0.26%
0.21%
Information Ratio – 3 Years
0.03
0.17
Volatility – 1 Year
18.45%
24.84%
Volatility – 3 Years
15.68%
21.42%
Beta – 1 Year
0.92
1.25
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
0.35
0.21
Sharpe Ratio – 3 Years
0.49
0.49
Worst Rolling Year
6.65%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−22.78%
−34.77%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 25% · S 36%
L 5% · M 7% · S 69%
Number of Stocks
44
37
Portfolio P/E
41.34
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%