Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Bonanza - Edge
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%
4.43%
6 Months
22.62%
22.24%
1 Year
24.22%
21.33%
3 Years
21.85%
15.83%
5 Years
23.03%
20.63%
Since Inception
26.36%
19.53%
Fund Age
5 yrs 7 mo
11 yrs
AUM
₹1,251.52 Cr
₹101.92 Cr
Alpha – 1 Year
19.50%
21.68%
Alpha – 3 Years
9.76%
6.83%
Information Ratio – 3 Years
1.14
0.61
Volatility – 1 Year
21.48%
21.87%
Volatility – 3 Years
19.09%
21.68%
Beta – 1 Year
1.12
1.10
Beta – 3 Years
1.08
1.12
Sharpe Ratio – 1 Year
0.87
0.75
Sharpe Ratio – 3 Years
0.92
0.65
Worst Rolling Year
19.03%
-17.09%
Value at Worst Rolling Year
₹1.19 Cr
₹0.83 Cr
Deepest Drawdown
−23.65%
−27.12%
Recovery Period
428 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
25.78%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 15% · M 12% · S 59%
Number of Stocks
60
65
Portfolio P/E
39.40
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%