Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.53%
6 Months
22.62%
5.22%
1 Year
24.22%
8.94%
3 Years
21.85%
10.33%
5 Years
23.03%
10.77%
Since Inception
26.36%
10.49%
Fund Age
5 yrs 7 mo
9 yrs 9 mo
AUM
₹1,251.52 Cr
₹67.62 Cr
Alpha – 1 Year
19.50%
−0.44%
Alpha – 3 Years
9.76%
0.76%
Information Ratio – 3 Years
1.14
0.44
Volatility – 1 Year
21.48%
2.31%
Volatility – 3 Years
19.09%
1.38%
Beta – 1 Year
1.12
0.41
Beta – 3 Years
1.08
0.46
Sharpe Ratio – 1 Year
0.87
1.46
Sharpe Ratio – 3 Years
0.92
3.36
Worst Rolling Year
19.03%
9.87%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−23.65%
—
Recovery Period
428 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
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%