Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Bonanza - Growth
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%
3.68%
6 Months
22.62%
−1.81%
1 Year
24.22%
5.85%
3 Years
21.85%
8.65%
5 Years
23.03%
7.90%
Since Inception
26.36%
16.09%
Fund Age
5 yrs 7 mo
16 yrs 4 mo
AUM
₹1,251.52 Cr
₹22.08 Cr
Alpha – 1 Year
19.50%
6.20%
Alpha – 3 Years
9.76%
−0.35%
Information Ratio – 3 Years
1.14
0.11
Volatility – 1 Year
21.48%
17.32%
Volatility – 3 Years
19.09%
15.11%
Beta – 1 Year
1.12
0.79
Beta – 3 Years
1.08
0.87
Sharpe Ratio – 1 Year
0.87
0.10
Sharpe Ratio – 3 Years
0.92
0.36
Worst Rolling Year
19.03%
0.88%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−23.65%
−17.79%
Recovery Period
428 days
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
25.78%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 22% · M 16% · S 47%
Number of Stocks
60
37
Portfolio P/E
39.40
45.09
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%
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
—
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%