Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
4.40%
6 Months
7.57%
22.62%
1 Year
24.83%
24.22%
3 Years
11.31%
21.85%
5 Years
11.03%
23.03%
Since Inception
14.72%
26.36%
Fund Age
7 yrs 4 mo
5 yrs 7 mo
AUM
₹2.98 Cr
₹1,251.52 Cr
Alpha – 1 Year
20.11%
19.50%
Alpha – 3 Years
−0.77%
9.76%
Information Ratio – 3 Years
-0.21
1.14
Volatility – 1 Year
23.09%
21.48%
Volatility – 3 Years
22.29%
19.09%
Beta – 1 Year
1.17
1.12
Beta – 3 Years
1.15
1.08
Sharpe Ratio – 1 Year
0.85
0.87
Sharpe Ratio – 3 Years
0.40
0.92
Worst Rolling Year
5.08%
19.03%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−34.65%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 14% · M 27% · S 55%
Number of Stocks
10
60
Portfolio P/E
24.78
39.40
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%