Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.35%
2.21%
6 Months
19.63%
21.04%
1 Year
10.64%
21.34%
3 Years
12.35%
19.08%
5 Years
10.14%
23.67%
Since Inception
15.37%
—
Fund Age
7 yrs 4 mo
6 yrs 4 mo
AUM
₹270.22 Cr
₹364.08 Cr
Alpha – 1 Year
5.92%
21.69%
Alpha – 3 Years
0.26%
10.08%
Information Ratio – 3 Years
0.03
0.52
Volatility – 1 Year
18.45%
32.28%
Volatility – 3 Years
15.68%
28.08%
Beta – 1 Year
0.92
1.47
Beta – 3 Years
0.90
1.60
Sharpe Ratio – 1 Year
0.35
0.58
Sharpe Ratio – 3 Years
0.49
0.57
Worst Rolling Year
6.65%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−22.78%
−31.98%
Recovery Period
153 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 25% · S 36%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%