Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.14%
6 Months
22.62%
7.28%
1 Year
24.22%
−4.68%
3 Years
21.85%
6.16%
5 Years
23.03%
—
Since Inception
26.36%
11.66%
Fund Age
5 yrs 7 mo
3 yrs 7 mo
AUM
₹1,251.52 Cr
₹81.86 Cr
Alpha – 1 Year
19.50%
−4.33%
Alpha – 3 Years
9.76%
−2.84%
Information Ratio – 3 Years
1.14
-0.28
Volatility – 1 Year
21.48%
18.83%
Volatility – 3 Years
19.09%
15.47%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
0.87
-0.44
Sharpe Ratio – 3 Years
0.92
0.12
Worst Rolling Year
19.03%
6.16%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−23.65%
−24.77%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
8.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 11% · M 21% · S 66%
Number of Stocks
60
25
Portfolio P/E
39.40
24.93
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%
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0.5%