Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Ayan- PriceBridge Samvruddhi
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%
2.26%
6 Months
22.62%
14.94%
1 Year
24.22%
8.00%
3 Years
21.85%
—
5 Years
23.03%
—
Since Inception
26.36%
8.49%
Fund Age
5 yrs 7 mo
14 mo
AUM
₹1,251.52 Cr
₹41.73 Cr
Alpha – 1 Year
19.50%
5.02%
Alpha – 3 Years
9.76%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
27.44%
Volatility – 3 Years
19.09%
—
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.20
Sharpe Ratio – 3 Years
0.92
—
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−15.11%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 2% · M 1% · S 94%
Number of Stocks
60
49
Portfolio P/E
39.40
37.54
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%
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
—
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
2.50% / yr
2.05% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%