Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs GEOJIT-BEACON PORTFOLIO
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
GEOJIT-BEACON 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%
−2.85%
6 Months
22.62%
4.89%
1 Year
24.22%
5.63%
3 Years
21.85%
—
5 Years
23.03%
—
Since Inception
26.36%
−3.63%
Fund Age
5 yrs 7 mo
2 yrs 1 mo
AUM
₹1,251.52 Cr
₹189.12 Cr
Alpha – 1 Year
19.50%
0.91%
Alpha – 3 Years
9.76%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
23.99%
Volatility – 3 Years
19.09%
—
Beta – 1 Year
1.12
1.32
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.12
Sharpe Ratio – 3 Years
0.92
—
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−16.68%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 19% · M 8% · S 71%
Number of Stocks
60
28
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%
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Top Sectors
—
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—