Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Invesco - Challengers
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%
1.41%
6 Months
22.62%
13.18%
1 Year
24.22%
2.91%
3 Years
21.85%
14.27%
5 Years
23.03%
—
Since Inception
26.36%
11.83%
Fund Age
5 yrs 7 mo
4 yrs 11 mo
AUM
₹1,251.52 Cr
₹31.01 Cr
Alpha – 1 Year
19.50%
−1.81%
Alpha – 3 Years
9.76%
2.18%
Information Ratio – 3 Years
1.14
0.24
Volatility – 1 Year
21.48%
18.67%
Volatility – 3 Years
19.09%
17.11%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
0.87
-0.04
Sharpe Ratio – 3 Years
0.92
0.56
Worst Rolling Year
19.03%
12.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−23.65%
−24.73%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 37% · M 30% · S 33%
Number of Stocks
60
26
Portfolio P/E
39.40
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—