Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Marathon Trends - Trend Following
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%
1.43%
6 Months
22.62%
0.81%
1 Year
24.22%
7.79%
3 Years
21.85%
9.10%
5 Years
23.03%
—
Since Inception
26.36%
17.42%
Fund Age
5 yrs 7 mo
8 yrs 11 mo
AUM
₹1,251.52 Cr
₹342.11 Cr
Alpha – 1 Year
19.50%
3.07%
Alpha – 3 Years
9.76%
−2.99%
Information Ratio – 3 Years
1.14
0.29
Volatility – 1 Year
21.48%
17.73%
Volatility – 3 Years
19.09%
15.85%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.87
0.21
Sharpe Ratio – 3 Years
0.92
0.50
Worst Rolling Year
19.03%
9.10%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−23.65%
−24.26%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 40% · M 35% · S 22%
Number of Stocks
60
23
Portfolio P/E
39.40
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%