The objective of this strategy is to invest in listed companies with a combination of high growth stocks as well as value stocks. The primary focus is on capital protection with an aim to deliver attractive long term returns using disciplined, fundamental, research-driven approach.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|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 IOP||Multi Cap||Rajesh Kothari||23 November 2009||12Y 9M||1288.8||BSE 500||18.8%||53||5|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||-1.17%||-0.84%||66.45%||-2.01%||0.79||10.23%||-0.52||7.97%||0.82||59.87 %|
|Nifty 500||-1.70%||0.7%||-1.00%||0.82||7.71%||0.95||58.55 %|
|Nifty Midcap 100||-5.27%||5.56%||0.29%||0.56||6.52%||0.72||55.92 %|
|Nifty Smallcap 100||0.11%||11.49%||11.60%||0.34||9.63%||0.71||55.92 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|ICICI Bank Ltd||6.17|
|ABB India Ltd||3.50|
|Bajaj Finance Ltd||3.29|
|Cholamandalam Investment And Finance Company Ltd||2.99|
|Top 5 Equity Holdings||20.58|
|Banking & Finance||26.97|
Market Cap Allocation
From the Founders & Managers of AlfAccurate Advisors PMS
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#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.