Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
3.76%
6 Months
22.62%
11.66%
1 Year
24.22%
12.54%
3 Years
21.85%
11.42%
5 Years
23.03%
—
Since Inception
26.36%
6.78%
Fund Age
5 yrs 7 mo
4 yrs 10 mo
AUM
₹1,251.52 Cr
₹2.34 Cr
Alpha – 1 Year
19.50%
7.82%
Alpha – 3 Years
9.76%
−0.67%
Information Ratio – 3 Years
1.14
-0.04
Volatility – 1 Year
21.48%
21.44%
Volatility – 3 Years
19.09%
14.93%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.08
0.81
Sharpe Ratio – 1 Year
0.87
0.41
Sharpe Ratio – 3 Years
0.92
0.50
Worst Rolling Year
19.03%
3.84%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−23.65%
−16.40%
Recovery Period
428 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 46% · M 22% · S 27%
Number of Stocks
60
19
Portfolio P/E
39.40
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%