Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
22.62%
4.79%
1 Year
24.22%
−0.59%
3 Years
21.85%
11.57%
5 Years
23.03%
13.86%
Since Inception
26.36%
15.96%
Fund Age
5 yrs 7 mo
5 yrs 5 mo
AUM
₹1,251.52 Cr
₹45.81 Cr
Alpha – 1 Year
19.50%
−5.31%
Alpha – 3 Years
9.76%
−0.52%
Information Ratio – 3 Years
1.14
-0.06
Volatility – 1 Year
21.48%
21.96%
Volatility – 3 Years
19.09%
17.35%
Beta – 1 Year
1.12
1.19
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.87
-0.16
Sharpe Ratio – 3 Years
0.92
0.42
Worst Rolling Year
19.03%
10.84%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−23.65%
−22.24%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 23% · M 4% · S 73%
Number of Stocks
60
16
Portfolio P/E
39.40
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%