Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
1.87%
6 Months
22.62%
30.77%
1 Year
24.22%
28.96%
3 Years
21.85%
24.68%
5 Years
23.03%
24.06%
Since Inception
26.36%
19.53%
Fund Age
5 yrs 7 mo
8 yrs 8 mo
AUM
₹1,251.52 Cr
₹11.41 Cr
Alpha – 1 Year
19.50%
24.24%
Alpha – 3 Years
9.76%
12.59%
Information Ratio – 3 Years
1.14
0.80
Volatility – 1 Year
21.48%
25.13%
Volatility – 3 Years
19.09%
25.00%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.08
1.32
Sharpe Ratio – 1 Year
0.87
0.92
Sharpe Ratio – 3 Years
0.92
0.80
Worst Rolling Year
19.03%
4.85%
Value at Worst Rolling Year
₹1.19 Cr
₹1.05 Cr
Deepest Drawdown
−23.65%
−27.69%
Recovery Period
428 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
M 10% · S 86%
Number of Stocks
60
19
Portfolio P/E
39.40
28.00
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 · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
—
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%