Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
1.49%
6 Months
22.62%
−0.27%
1 Year
24.22%
7.71%
3 Years
21.85%
8.88%
5 Years
23.03%
8.76%
Since Inception
26.36%
13.52%
Fund Age
5 yrs 7 mo
6 yrs 6 mo
AUM
₹1,251.52 Cr
₹23.87 Cr
Alpha – 1 Year
19.50%
0.17%
Alpha – 3 Years
9.76%
−2.38%
Information Ratio – 3 Years
1.14
-0.16
Volatility – 1 Year
21.48%
13.29%
Volatility – 3 Years
19.09%
12.09%
Beta – 1 Year
1.12
1.31
Beta – 3 Years
1.08
1.39
Sharpe Ratio – 1 Year
0.87
0.23
Sharpe Ratio – 3 Years
0.92
0.33
Worst Rolling Year
19.03%
8.03%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−23.65%
−16.96%
Recovery Period
428 days
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
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Number of Stocks
60
66
Portfolio P/E
39.40
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%