Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ASK-EOP
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ASK-EOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
1.83%
6 Months
22.62%
−2.22%
1 Year
24.22%
−4.46%
3 Years
21.85%
4.69%
5 Years
23.03%
4.88%
Since Inception
26.36%
9.48%
Fund Age
5 yrs 7 mo
8 yrs 11 mo
AUM
₹1,251.52 Cr
₹242.51 Cr
Alpha – 1 Year
19.50%
−7.44%
Alpha – 3 Years
9.76%
−7.19%
Information Ratio – 3 Years
1.14
-1.12
Volatility – 1 Year
21.48%
16.89%
Volatility – 3 Years
19.09%
18.01%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.08
1.07
Sharpe Ratio – 1 Year
0.87
-0.51
Sharpe Ratio – 3 Years
0.92
0.04
Worst Rolling Year
19.03%
2.18%
Value at Worst Rolling Year
₹1.19 Cr
₹1.02 Cr
Deepest Drawdown
−23.65%
−24.10%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 12% · M 53% · S 34%
Number of Stocks
60
34
Portfolio P/E
39.40
41.30
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%
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Top Sectors
—
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%