Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.36%
6 Months
22.62%
5.01%
1 Year
24.22%
−5.33%
3 Years
21.85%
1.25%
5 Years
23.03%
−1.56%
Since Inception
26.36%
10.94%
Fund Age
5 yrs 7 mo
6 yrs 11 mo
AUM
₹1,251.52 Cr
₹122.91 Cr
Alpha – 1 Year
19.50%
−8.31%
Alpha – 3 Years
9.76%
−10.64%
Information Ratio – 3 Years
1.14
-0.98
Volatility – 1 Year
21.48%
16.35%
Volatility – 3 Years
19.09%
16.88%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
0.87
-0.59
Sharpe Ratio – 3 Years
0.92
-0.17
Worst Rolling Year
19.03%
-5.79%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−23.65%
−20.60%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
25.78%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 14% · M 27% · S 55%
M 4% · S 79%
Number of Stocks
60
—
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%