Alfaccurate Advisors’ FOCUS PMS plan is a portfolio of 30 companies which are market leaders with strong corporate governance and high growth potential with investment horizon of 3-5 years.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.45% | 0.78 | 10.77% | 64.84% |
Investment Strategy
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.4% | 12.4% | 10.0% | 8.9% | 28.5% | 22.9% | 13.2% | - | 15.0% |
| BSE 500 | 4.8% | 9.2% | 8.5% | 7.0% | 29.8% | 21.3% | 13.6% | - | 12.5% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| AlfAccurate Advisors AAA Focus Plan | Multi Cap | Rajesh Kothari | 17 November 2014 | 7Y 10M | - | BSE 500 | 15.0% | 27 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.17% | 0.61% | 64.84% | -0.56% | 0.80 | 10.77% | -0.36 | 3.57% | 0.43 | 56.04 % |
| Nifty 500 | -1.70% | 2.15% | 0.45% | 0.78 | 3.03% | 0.42 | 54.95 % | |||
| Nifty Midcap 100 | -5.27% | 7% | 1.73% | 0.48 | 2.13% | 0.21 | 49.45 % | |||
| Nifty Smallcap 100 | 0.11% | 12.94% | 13.05% | 0.26 | 6.06% | 0.41 | 49.45 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Bajaj Finance Ltd | 9.03 |
| ICICI Bank Ltd | 7.25 |
| Infosys Ltd | 5.02 |
| ABB India Ltd | 4.61 |
| HDFC Bank Ltd | 4.39 |
| Top 5 Equity Holdings | 30.30 |
Sector Allocation
| Holding | % |
|---|---|
| Software | 7.46 |
| Chemicals | 8.45 |
| Engineering | 12.73 |
| Consumer | 16.94 |
| Banking | 32.94 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 66.2 |
| Mid Cap | 23.4 |
| Small Cap | 4.4 |
| Cash | 6.1 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of AlfAccurate Advisors PMS
Which is the best company through which an investor can invest in Alfaccurate Advisors Focus Plan PMS?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.
