Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Ambit - caliber
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
4.40%
1.17%
6 Months
22.62%
3.92%
1 Year
24.22%
9.29%
3 Years
21.85%
14.80%
5 Years
23.03%
9.78%
Since Inception
26.36%
14.35%
Fund Age
5 yrs 7 mo
5 yrs 5 mo
AUM
₹1,251.52 Cr
₹95.56 Cr
Alpha – 1 Year
19.50%
9.72%
Alpha – 3 Years
9.76%
6.23%
Information Ratio – 3 Years
1.14
0.76
Volatility – 1 Year
21.48%
16.82%
Volatility – 3 Years
19.09%
15.81%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.87
0.29
Sharpe Ratio – 3 Years
0.92
0.61
Worst Rolling Year
19.03%
5.26%
Value at Worst Rolling Year
₹1.19 Cr
₹1.05 Cr
Deepest Drawdown
−23.65%
−20.60%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 55% · M 33% · S 10%
Number of Stocks
60
59
Portfolio P/E
39.40
34.30
Top 5 Holdings
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%