Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Asit C Mehta - Ace Blue-chip
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%
−2.58%
6 Months
22.62%
1.87%
1 Year
24.22%
8.68%
3 Years
21.85%
16.60%
5 Years
23.03%
15.36%
Since Inception
26.36%
12.51%
Fund Age
5 yrs 7 mo
8 yrs 8 mo
AUM
₹1,251.52 Cr
₹4.55 Cr
Alpha – 1 Year
19.50%
3.96%
Alpha – 3 Years
9.76%
4.51%
Information Ratio – 3 Years
1.14
0.64
Volatility – 1 Year
21.48%
15.98%
Volatility – 3 Years
19.09%
15.76%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.08
0.94
Sharpe Ratio – 1 Year
0.87
0.27
Sharpe Ratio – 3 Years
0.92
0.72
Worst Rolling Year
19.03%
1.47%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−23.65%
−17.84%
Recovery Period
428 days
136 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
19.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 68% · M 14% · S 12%
Number of Stocks
60
14
Portfolio P/E
39.40
31.16
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 · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
—
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%