Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.82%
6 Months
22.62%
−7.08%
1 Year
24.22%
−4.02%
3 Years
21.85%
1.10%
5 Years
23.03%
2.02%
Since Inception
26.36%
13.04%
Fund Age
5 yrs 7 mo
17 yrs 10 mo
AUM
₹1,251.52 Cr
₹50.53 Cr
Alpha – 1 Year
19.50%
−3.59%
Alpha – 3 Years
9.76%
−7.46%
Information Ratio – 3 Years
1.14
-1.28
Volatility – 1 Year
21.48%
16.65%
Volatility – 3 Years
19.09%
15.47%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
0.87
-0.49
Sharpe Ratio – 3 Years
0.92
-0.20
Worst Rolling Year
19.03%
-4.00%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−23.65%
−23.28%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.78%
Median Rolling Year
25.78%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 74% · M 13% · S 9%
Number of Stocks
60
15
Portfolio P/E
39.40
27.97
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%
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Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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