Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Carnelian Capital - Shift 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%
4.38%
6 Months
22.62%
19.54%
1 Year
24.22%
15.57%
3 Years
21.85%
20.08%
5 Years
23.03%
21.78%
Since Inception
26.36%
32.33%
Fund Age
5 yrs 7 mo
5 yrs 10 mo
AUM
₹1,251.52 Cr
₹5,864.1 Cr
Alpha – 1 Year
19.50%
10.85%
Alpha – 3 Years
9.76%
8.00%
Information Ratio – 3 Years
1.14
1.40
Volatility – 1 Year
21.48%
22.27%
Volatility – 3 Years
19.09%
21.12%
Beta – 1 Year
1.12
1.15
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.87
0.52
Sharpe Ratio – 3 Years
0.92
0.73
Worst Rolling Year
19.03%
20.10%
Value at Worst Rolling Year
₹1.19 Cr
₹1.20 Cr
Deepest Drawdown
−23.65%
−21.05%
Recovery Period
428 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 15% · M 28% · S 52%
Number of Stocks
60
38
Portfolio P/E
39.40
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
—
—
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%