Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.40%
−3.81%
6 Months
22.62%
10.86%
1 Year
24.22%
−4.49%
3 Years
21.85%
22.00%
5 Years
23.03%
21.09%
Since Inception
26.36%
7.35%
Fund Age
5 yrs 7 mo
8 yrs 9 mo
AUM
₹1,251.52 Cr
₹1,454.75 Cr
Alpha – 1 Year
19.50%
−7.47%
Alpha – 3 Years
9.76%
10.11%
Information Ratio – 3 Years
1.14
0.32
Volatility – 1 Year
21.48%
31.30%
Volatility – 3 Years
19.09%
27.30%
Beta – 1 Year
1.12
1.42
Beta – 3 Years
1.08
1.22
Sharpe Ratio – 1 Year
0.87
-0.18
Sharpe Ratio – 3 Years
0.92
0.66
Worst Rolling Year
19.03%
-30.88%
Value at Worst Rolling Year
₹1.19 Cr
₹0.69 Cr
Deepest Drawdown
−23.65%
−34.06%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
25.78%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 14% · M 27% · S 55%
L 0% · S 88%
Number of Stocks
60
—
Portfolio P/E
39.40
—
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 · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%