Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
19.63%
11.30%
1 Year
10.64%
5.88%
3 Years
12.35%
—
5 Years
10.14%
—
Since Inception
15.37%
10.85%
Fund Age
7 yrs 4 mo
2 yrs 5 mo
AUM
₹270.22 Cr
₹45.96 Cr
Alpha – 1 Year
5.92%
−0.98%
Alpha – 3 Years
0.26%
—
Information Ratio – 3 Years
0.03
—
Volatility – 1 Year
18.45%
21.88%
Volatility – 3 Years
15.68%
—
Beta – 1 Year
0.92
2.00
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.35
0.12
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
6.65%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.78%
−19.87%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 12% · M 4% · S 66%
Number of Stocks
44
39
Portfolio P/E
41.34
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%