Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
4.40%
6 Months
−0.19%
22.62%
1 Year
10.10%
24.22%
3 Years
12.11%
21.85%
5 Years
13.02%
23.03%
Since Inception
22.34%
26.36%
Fund Age
5 yrs 10 mo
5 yrs 7 mo
AUM
₹7,768.91 Cr
₹1,251.52 Cr
Alpha – 1 Year
5.38%
19.50%
Alpha – 3 Years
0.02%
9.76%
Information Ratio – 3 Years
0.42
1.14
Volatility – 1 Year
16.46%
21.48%
Volatility – 3 Years
14.48%
19.09%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
0.41
0.87
Sharpe Ratio – 3 Years
0.62
0.92
Worst Rolling Year
10.43%
19.03%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−20.45%
−23.65%
Recovery Period
240 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 14% · M 27% · S 55%
Number of Stocks
25
60
Portfolio P/E
28.28
39.40
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%