Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
JM Financial - Focus
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%
1.03%
6 Months
22.62%
6.82%
1 Year
24.22%
3.42%
3 Years
21.85%
13.55%
5 Years
23.03%
9.47%
Since Inception
26.36%
15.08%
Fund Age
5 yrs 7 mo
13 yrs 9 mo
AUM
₹1,251.52 Cr
₹319.05 Cr
Alpha – 1 Year
19.50%
0.44%
Alpha – 3 Years
9.76%
1.66%
Information Ratio – 3 Years
1.14
0.24
Volatility – 1 Year
21.48%
13.79%
Volatility – 3 Years
19.09%
15.92%
Beta – 1 Year
1.12
0.75
Beta – 3 Years
1.08
0.91
Sharpe Ratio – 1 Year
0.87
-0.08
Sharpe Ratio – 3 Years
0.92
0.53
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
60
49
Portfolio P/E
39.40
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%