Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
1.10%
6 Months
22.62%
9.66%
1 Year
24.22%
−3.09%
3 Years
21.85%
6.08%
5 Years
23.03%
7.39%
Since Inception
26.36%
14.00%
Fund Age
5 yrs 7 mo
10 yrs 8 mo
AUM
₹1,251.52 Cr
₹23.99 Cr
Alpha – 1 Year
19.50%
−7.81%
Alpha – 3 Years
9.76%
−6.01%
Information Ratio – 3 Years
1.14
-0.36
Volatility – 1 Year
21.48%
26.88%
Volatility – 3 Years
19.09%
21.87%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
0.87
-0.19
Sharpe Ratio – 3 Years
0.92
0.19
Worst Rolling Year
19.03%
-6.71%
Value at Worst Rolling Year
₹1.19 Cr
₹0.93 Cr
Deepest Drawdown
−23.65%
−35.14%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
25.78%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 2% · M 15% · S 82%
Number of Stocks
60
25
Portfolio P/E
39.40
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
—
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%