Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Care PMS - Large & Midcap 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%
−1.86%
6 Months
22.62%
0.50%
1 Year
24.22%
6.34%
3 Years
21.85%
19.74%
5 Years
23.03%
16.62%
Since Inception
26.36%
20.10%
Fund Age
5 yrs 7 mo
6 yrs 1 mo
AUM
₹1,251.52 Cr
₹56.91 Cr
Alpha – 1 Year
19.50%
1.64%
Alpha – 3 Years
9.76%
7.64%
Information Ratio – 3 Years
1.14
0.90
Volatility – 1 Year
21.48%
16.52%
Volatility – 3 Years
19.09%
17.18%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
0.87
0.14
Sharpe Ratio – 3 Years
0.92
0.84
Worst Rolling Year
19.03%
18.93%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−23.65%
−18.72%
Recovery Period
428 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 59% · M 40%
Number of Stocks
60
20
Portfolio P/E
39.40
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%