Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ASK-IVP
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%
1.91%
6 Months
22.62%
−1.55%
1 Year
24.22%
2.26%
3 Years
21.85%
3.37%
5 Years
23.03%
4.66%
Since Inception
26.36%
9.07%
Fund Age
5 yrs 7 mo
6 yrs 8 mo
AUM
₹1,251.52 Cr
₹55.15 Cr
Alpha – 1 Year
19.50%
−0.72%
Alpha – 3 Years
9.76%
−8.51%
Information Ratio – 3 Years
1.14
-1.16
Volatility – 1 Year
21.48%
17.30%
Volatility – 3 Years
19.09%
16.20%
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.08
0.96
Sharpe Ratio – 1 Year
0.87
-0.10
Sharpe Ratio – 3 Years
0.92
-0.05
Worst Rolling Year
19.03%
0.65%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−23.65%
−23.57%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.70%
Median Rolling Year
25.78%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 62% · M 31% · S 6%
Number of Stocks
60
26
Portfolio P/E
39.40
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
—
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%