Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Invesco - Rise
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%
5.01%
6 Months
22.62%
8.17%
1 Year
24.22%
19.57%
3 Years
21.85%
18.20%
5 Years
23.03%
15.63%
Since Inception
26.36%
14.42%
Fund Age
5 yrs 7 mo
10 yrs 4 mo
AUM
₹1,251.52 Cr
₹337.5 Cr
Alpha – 1 Year
19.50%
14.85%
Alpha – 3 Years
9.76%
6.11%
Information Ratio – 3 Years
1.14
0.93
Volatility – 1 Year
21.48%
14.72%
Volatility – 3 Years
19.09%
15.36%
Beta – 1 Year
1.12
0.78
Beta – 3 Years
1.08
0.92
Sharpe Ratio – 1 Year
0.87
0.93
Sharpe Ratio – 3 Years
0.92
0.83
Worst Rolling Year
19.03%
-10.21%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−23.65%
−21.92%
Recovery Period
428 days
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
25.78%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 49% · M 27% · S 21%
Number of Stocks
60
23
Portfolio P/E
39.40
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—