Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.97%
6 Months
22.62%
6.33%
1 Year
24.22%
−0.99%
3 Years
21.85%
6.26%
5 Years
23.03%
6.47%
Since Inception
26.36%
5.18%
Fund Age
5 yrs 7 mo
19 yrs 5 mo
AUM
₹1,251.52 Cr
₹95.89 Cr
Alpha – 1 Year
19.50%
2.51%
Alpha – 3 Years
9.76%
−2.73%
Information Ratio – 3 Years
1.14
-0.10
Volatility – 1 Year
21.48%
20.93%
Volatility – 3 Years
19.09%
17.77%
Beta – 1 Year
1.12
1.14
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
0.87
-0.20
Sharpe Ratio – 3 Years
0.92
0.23
Worst Rolling Year
19.03%
-21.50%
Value at Worst Rolling Year
₹1.19 Cr
₹0.79 Cr
Deepest Drawdown
−23.65%
−30.66%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
25.78%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 14% · M 27% · S 55%
L 77% · M 12% · S 11%
Number of Stocks
60
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%