Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Green Portfolio - Special
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%
2.75%
6 Months
22.62%
26.95%
1 Year
24.22%
13.12%
3 Years
21.85%
17.80%
5 Years
23.03%
15.04%
Since Inception
26.36%
22.70%
Fund Age
5 yrs 7 mo
8 yrs
AUM
₹1,251.52 Cr
₹357.26 Cr
Alpha – 1 Year
19.50%
10.14%
Alpha – 3 Years
9.76%
5.90%
Information Ratio – 3 Years
1.14
0.31
Volatility – 1 Year
21.48%
32.38%
Volatility – 3 Years
19.09%
25.45%
Beta – 1 Year
1.12
1.68
Beta – 3 Years
1.08
1.37
Sharpe Ratio – 1 Year
0.87
0.36
Sharpe Ratio – 3 Years
0.92
0.56
Worst Rolling Year
19.03%
11.19%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−23.65%
−26.50%
Recovery Period
428 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 7% · M 19% · S 59%
Number of Stocks
60
42
Portfolio P/E
39.40
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%