Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
22.62%
8.59%
1 Year
24.22%
1.40%
3 Years
21.85%
11.84%
5 Years
23.03%
6.21%
Since Inception
26.36%
7.85%
Fund Age
5 yrs 7 mo
5 yrs 3 mo
AUM
₹1,251.52 Cr
₹3.73 Cr
Alpha – 1 Year
19.50%
−3.32%
Alpha – 3 Years
9.76%
−0.25%
Information Ratio – 3 Years
1.14
0.11
Volatility – 1 Year
21.48%
23.13%
Volatility – 3 Years
19.09%
17.54%
Beta – 1 Year
1.12
1.25
Beta – 3 Years
1.08
0.97
Sharpe Ratio – 1 Year
0.87
-0.06
Sharpe Ratio – 3 Years
0.92
0.45
Worst Rolling Year
19.03%
5.77%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−23.65%
−23.48%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 3% · M 32% · S 59%
Number of Stocks
60
19
Portfolio P/E
39.40
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%