Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.18%
6 Months
22.62%
2.87%
1 Year
24.22%
3.77%
3 Years
21.85%
6.69%
5 Years
23.03%
6.74%
Since Inception
26.36%
10.62%
Fund Age
5 yrs 7 mo
12 yrs 1 mo
AUM
₹1,251.52 Cr
₹61.33 Cr
Alpha – 1 Year
19.50%
−5.66%
Alpha – 3 Years
9.76%
−3.03%
Information Ratio – 3 Years
1.14
-1.20
Volatility – 1 Year
21.48%
3.14%
Volatility – 3 Years
19.09%
2.07%
Beta – 1 Year
1.12
-0.20
Beta – 3 Years
1.08
-0.08
Sharpe Ratio – 1 Year
0.87
-0.40
Sharpe Ratio – 3 Years
0.92
0.62
Worst Rolling Year
19.03%
-3.43%
Value at Worst Rolling Year
₹1.19 Cr
₹0.97 Cr
Deepest Drawdown
−23.65%
—
Recovery Period
428 days
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
25.78%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
9
Portfolio P/E
39.40
—
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
—
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%