Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Helios - India Rising PMS
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%
0.02%
6 Months
22.62%
5.63%
1 Year
24.22%
4.60%
3 Years
21.85%
14.51%
5 Years
23.03%
12.90%
Since Inception
26.36%
19.56%
Fund Age
5 yrs 7 mo
6 yrs 4 mo
AUM
₹1,251.52 Cr
₹1,566.43 Cr
Alpha – 1 Year
19.50%
1.62%
Alpha – 3 Years
9.76%
2.62%
Information Ratio – 3 Years
1.14
0.58
Volatility – 1 Year
21.48%
21.65%
Volatility – 3 Years
19.09%
16.64%
Beta – 1 Year
1.12
1.18
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
0.87
0.06
Sharpe Ratio – 3 Years
0.92
0.58
Worst Rolling Year
19.03%
12.32%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−23.65%
−20.60%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 41% · M 24% · S 29%
Number of Stocks
60
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%