Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
22.62%
11.91%
1 Year
24.22%
10.06%
3 Years
21.85%
13.81%
5 Years
23.03%
13.88%
Since Inception
26.36%
20.20%
Fund Age
5 yrs 7 mo
15 yrs 1 mo
AUM
₹1,251.52 Cr
₹980.13 Cr
Alpha – 1 Year
19.50%
5.36%
Alpha – 3 Years
9.76%
1.71%
Information Ratio – 3 Years
1.14
0.21
Volatility – 1 Year
21.48%
18.76%
Volatility – 3 Years
19.09%
19.39%
Beta – 1 Year
1.12
0.98
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
0.87
0.32
Sharpe Ratio – 3 Years
0.92
0.49
Worst Rolling Year
19.03%
-23.74%
Value at Worst Rolling Year
₹1.19 Cr
₹0.76 Cr
Deepest Drawdown
−23.65%
−24.32%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.14%
Median Rolling Year
25.78%
24.84%
5-Year Rolling Windows Positive
100.00%
95.08%
Market-Cap Mix
L 14% · M 27% · S 55%
L 9% · M 13% · S 73%
Number of Stocks
60
20
Portfolio P/E
39.40
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
—
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%