Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Core Value Strategy-Concentrated Option
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AlfAccurate Advisors - AAA Budding Beasts
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
22.62%
4.68%
1 Year
24.22%
1.87%
3 Years
21.85%
11.50%
5 Years
23.03%
11.18%
Since Inception
26.36%
13.51%
Fund Age
5 yrs 7 mo
7 yrs 4 mo
AUM
₹1,251.52 Cr
₹149.25 Cr
Alpha – 1 Year
19.50%
−2.85%
Alpha – 3 Years
9.76%
−0.59%
Information Ratio – 3 Years
1.14
-0.25
Volatility – 1 Year
21.48%
19.19%
Volatility – 3 Years
19.09%
15.31%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.08
0.92
Sharpe Ratio – 1 Year
0.87
-0.09
Sharpe Ratio – 3 Years
0.92
0.39
Worst Rolling Year
19.03%
9.38%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−23.65%
−17.52%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 61% · M 17% · S 18%
Number of Stocks
60
15
Portfolio P/E
39.40
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
—
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
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%