Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
4.22%
6 Months
22.62%
14.78%
1 Year
24.22%
3.60%
3 Years
21.85%
26.42%
5 Years
23.03%
15.65%
Since Inception
26.36%
19.18%
Fund Age
5 yrs 7 mo
5 yrs 5 mo
AUM
₹1,251.52 Cr
₹730.87 Cr
Alpha – 1 Year
19.50%
0.62%
Alpha – 3 Years
9.76%
14.53%
Information Ratio – 3 Years
1.14
0.84
Volatility – 1 Year
21.48%
21.03%
Volatility – 3 Years
19.09%
18.57%
Beta – 1 Year
1.12
0.98
Beta – 3 Years
1.08
0.72
Sharpe Ratio – 1 Year
0.87
0.01
Sharpe Ratio – 3 Years
0.92
1.08
Worst Rolling Year
19.03%
8.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−23.65%
−22.15%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 11% · M 7% · S 82%
Number of Stocks
60
17
Portfolio P/E
39.40
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
—
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%