Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
22.62%
6.20%
1 Year
24.22%
9.45%
3 Years
21.85%
11.74%
5 Years
23.03%
—
Since Inception
26.36%
12.77%
Fund Age
5 yrs 7 mo
3 yrs 7 mo
AUM
₹1,251.52 Cr
₹223.43 Cr
Alpha – 1 Year
19.50%
9.88%
Alpha – 3 Years
9.76%
3.17%
Information Ratio – 3 Years
1.14
0.40
Volatility – 1 Year
21.48%
16.24%
Volatility – 3 Years
19.09%
16.22%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
0.87
0.30
Sharpe Ratio – 3 Years
0.92
0.44
Worst Rolling Year
19.03%
11.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−23.65%
−24.20%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 45% · M 31% · S 19%
Number of Stocks
60
96
Portfolio P/E
39.40
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%