Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
5.72%
6 Months
19.63%
23.48%
1 Year
10.64%
38.68%
3 Years
12.35%
26.01%
5 Years
10.14%
16.58%
Since Inception
15.37%
18.98%
Fund Age
7 yrs 4 mo
16 yrs 6 mo
AUM
₹270.22 Cr
₹1,885.18 Cr
Alpha – 1 Year
5.92%
33.96%
Alpha – 3 Years
0.26%
13.92%
Information Ratio – 3 Years
0.03
1.27
Volatility – 1 Year
18.45%
28.06%
Volatility – 3 Years
15.68%
20.41%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
0.90
1.06
Sharpe Ratio – 1 Year
0.35
1.12
Sharpe Ratio – 3 Years
0.49
1.06
Worst Rolling Year
6.65%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−22.78%
−18.24%
Recovery Period
153 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
16.29%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 27% · M 25% · S 36%
L 40% · M 32% · S 24%
Number of Stocks
44
28
Portfolio P/E
41.34
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%