Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Anand Rathi Advisors - Impress PMS
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%
4.97%
6 Months
22.62%
23.68%
1 Year
24.22%
18.36%
3 Years
21.85%
19.56%
5 Years
23.03%
16.83%
Since Inception
26.36%
14.91%
Fund Age
5 yrs 7 mo
9 yrs 3 mo
AUM
₹1,251.52 Cr
₹884.23 Cr
Alpha – 1 Year
19.50%
13.64%
Alpha – 3 Years
9.76%
7.47%
Information Ratio – 3 Years
1.14
0.73
Volatility – 1 Year
21.48%
27.03%
Volatility – 3 Years
19.09%
23.64%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.08
1.25
Sharpe Ratio – 1 Year
0.87
0.55
Sharpe Ratio – 3 Years
0.92
0.71
Worst Rolling Year
19.03%
-7.52%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−23.65%
−24.68%
Recovery Period
428 days
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
25.78%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 14% · M 23% · S 57%
Number of Stocks
60
18
Portfolio P/E
39.40
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
—
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%