Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.00%
6 Months
22.62%
4.51%
1 Year
24.22%
15.12%
3 Years
21.85%
22.90%
5 Years
23.03%
—
Since Inception
26.36%
24.96%
Fund Age
5 yrs 7 mo
4 yrs 7 mo
AUM
₹1,251.52 Cr
₹136 Cr
Alpha – 1 Year
19.50%
10.40%
Alpha – 3 Years
9.76%
10.82%
Information Ratio – 3 Years
1.14
1.17
Volatility – 1 Year
21.48%
19.24%
Volatility – 3 Years
19.09%
20.81%
Beta – 1 Year
1.12
1.07
Beta – 3 Years
1.08
1.25
Sharpe Ratio – 1 Year
0.87
0.55
Sharpe Ratio – 3 Years
0.92
0.85
Worst Rolling Year
19.03%
21.90%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−23.65%
−25.24%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 53% · M 22% · S 20%
Number of Stocks
60
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%