Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Electrum - Laureate Portfolio
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%
2.93%
6 Months
22.62%
27.08%
1 Year
24.22%
22.70%
3 Years
21.85%
18.13%
5 Years
23.03%
21.00%
Since Inception
26.36%
30.05%
Fund Age
5 yrs 7 mo
5 yrs 9 mo
AUM
₹1,251.52 Cr
₹670.5 Cr
Alpha – 1 Year
19.50%
17.98%
Alpha – 3 Years
9.76%
6.04%
Information Ratio – 3 Years
1.14
0.67
Volatility – 1 Year
21.48%
26.20%
Volatility – 3 Years
19.09%
22.70%
Beta – 1 Year
1.12
1.32
Beta – 3 Years
1.08
1.09
Sharpe Ratio – 1 Year
0.87
0.70
Sharpe Ratio – 3 Years
0.92
0.71
Worst Rolling Year
19.03%
15.94%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−23.65%
−31.21%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
S 95%
Number of Stocks
60
26
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
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%