Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
JM Financial - The Opportunistic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.65%
6 Months
22.62%
21.60%
1 Year
24.22%
21.16%
3 Years
21.85%
24.80%
5 Years
23.03%
17.88%
Since Inception
26.36%
9.69%
Fund Age
5 yrs 7 mo
9 yrs 2 mo
AUM
₹1,251.52 Cr
₹10.09 Cr
Alpha – 1 Year
19.50%
18.18%
Alpha – 3 Years
9.76%
12.91%
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
1.87%
Volatility – 3 Years
19.09%
1.87%
Beta – 1 Year
1.12
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
16.58
Sharpe Ratio – 3 Years
0.92
16.58
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
—
Recovery Period
428 days
—
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 33% · M 13% · S 49%
Number of Stocks
60
22
Portfolio P/E
39.40
38.25
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%
—
Top Sectors
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%