Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Ksema - Multicap
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%
0.82%
6 Months
22.62%
2.65%
1 Year
24.22%
10.76%
3 Years
21.85%
12.77%
5 Years
23.03%
14.58%
Since Inception
26.36%
17.50%
Fund Age
5 yrs 7 mo
7 yrs 7 mo
AUM
₹1,251.52 Cr
₹83.87 Cr
Alpha – 1 Year
19.50%
11.11%
Alpha – 3 Years
9.76%
3.77%
Information Ratio – 3 Years
1.14
0.46
Volatility – 1 Year
21.48%
18.53%
Volatility – 3 Years
19.09%
17.03%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
1.08
1.11
Sharpe Ratio – 1 Year
0.87
0.36
Sharpe Ratio – 3 Years
0.92
0.48
Worst Rolling Year
19.03%
12.58%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−23.65%
−20.55%
Recovery Period
428 days
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 54% · M 18% · S 28%
Number of Stocks
60
51
Portfolio P/E
39.40
23.77
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 · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
—
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%