Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
22.62%
7.54%
1 Year
24.22%
8.20%
3 Years
21.85%
—
5 Years
23.03%
—
Since Inception
26.36%
2.83%
Fund Age
5 yrs 7 mo
14 mo
AUM
₹1,251.52 Cr
₹18.5 Cr
Alpha – 1 Year
19.50%
3.48%
Alpha – 3 Years
9.76%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
18.53%
Volatility – 3 Years
19.09%
—
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.23
Sharpe Ratio – 3 Years
0.92
—
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
60
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—