Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
22.62%
18.59%
1 Year
24.22%
13.77%
3 Years
21.85%
9.52%
5 Years
23.03%
8.40%
Since Inception
26.36%
10.24%
Fund Age
5 yrs 7 mo
11 yrs
AUM
₹1,251.52 Cr
₹20.83 Cr
Alpha – 1 Year
19.50%
14.12%
Alpha – 3 Years
9.76%
0.53%
Information Ratio – 3 Years
1.14
0.07
Volatility – 1 Year
21.48%
22.14%
Volatility – 3 Years
19.09%
20.01%
Beta – 1 Year
1.12
1.14
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.87
0.45
Sharpe Ratio – 3 Years
0.92
0.29
Worst Rolling Year
19.03%
-15.27%
Value at Worst Rolling Year
₹1.19 Cr
₹0.85 Cr
Deepest Drawdown
−23.65%
−27.52%
Recovery Period
428 days
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
25.78%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 7% · M 9% · S 77%
Number of Stocks
60
25
Portfolio P/E
39.40
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
—
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%