Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
4.40%
6 Months
2.99%
22.62%
1 Year
−3.69%
24.22%
3 Years
10.02%
21.85%
5 Years
11.07%
23.03%
Since Inception
15.34%
26.36%
Fund Age
8 yrs 4 mo
5 yrs 7 mo
AUM
₹143.52 Cr
₹1,251.52 Cr
Alpha – 1 Year
−8.41%
19.50%
Alpha – 3 Years
−2.07%
9.76%
Information Ratio – 3 Years
-0.34
1.14
Volatility – 1 Year
19.13%
21.48%
Volatility – 3 Years
16.08%
19.09%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.98
1.08
Sharpe Ratio – 1 Year
-0.38
0.87
Sharpe Ratio – 3 Years
0.35
0.92
Worst Rolling Year
10.02%
19.03%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−22.11%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 14% · M 27% · S 55%
Number of Stocks
30
60
Portfolio P/E
35.28
39.40
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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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%