Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.40%
6 Months
−5.56%
22.62%
1 Year
34.70%
24.22%
3 Years
27.41%
21.85%
5 Years
32.51%
23.03%
Since Inception
32.15%
26.36%
Fund Age
13 yrs 6 mo
5 yrs 7 mo
AUM
₹2,318.72 Cr
₹1,251.52 Cr
Alpha – 1 Year
35.05%
19.50%
Alpha – 3 Years
18.41%
9.76%
Information Ratio – 3 Years
1.03
1.14
Volatility – 1 Year
21.67%
21.48%
Volatility – 3 Years
15.53%
19.09%
Beta – 1 Year
0.28
1.12
Beta – 3 Years
0.35
1.08
Sharpe Ratio – 1 Year
1.24
0.87
Sharpe Ratio – 3 Years
1.31
0.92
Worst Rolling Year
-17.36%
19.03%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−21.72%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 14% · M 27% · S 55%
Number of Stocks
9
60
Portfolio P/E
14.68
39.40
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%