Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.33%
6 Months
22.62%
5.53%
1 Year
24.22%
9.60%
3 Years
21.85%
6.75%
5 Years
23.03%
7.07%
Since Inception
26.36%
13.02%
Fund Age
5 yrs 7 mo
14 yrs 9 mo
AUM
₹1,251.52 Cr
₹179.27 Cr
Alpha – 1 Year
19.50%
9.95%
Alpha – 3 Years
9.76%
−2.25%
Information Ratio – 3 Years
1.14
-0.39
Volatility – 1 Year
21.48%
17.14%
Volatility – 3 Years
19.09%
14.92%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.87
0.31
Sharpe Ratio – 3 Years
0.92
0.15
Worst Rolling Year
19.03%
-6.19%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−23.65%
−21.15%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
25.78%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 14% · M 27% · S 55%
L 69% · M 12% · S 15%
Number of Stocks
60
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—