Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
MOAT - Moderate Compounders
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%
2.75%
6 Months
22.62%
8.17%
1 Year
24.22%
3.28%
3 Years
21.85%
8.41%
5 Years
23.03%
12.53%
Since Inception
26.36%
11.01%
Fund Age
5 yrs 7 mo
12 yrs 9 mo
AUM
₹1,251.52 Cr
₹16.57 Cr
Alpha – 1 Year
19.50%
−1.44%
Alpha – 3 Years
9.76%
−3.68%
Information Ratio – 3 Years
1.14
-0.32
Volatility – 1 Year
21.48%
20.74%
Volatility – 3 Years
19.09%
17.91%
Beta – 1 Year
1.12
1.13
Beta – 3 Years
1.08
1.09
Sharpe Ratio – 1 Year
0.87
0.00
Sharpe Ratio – 3 Years
0.92
0.32
Worst Rolling Year
19.03%
-16.89%
Value at Worst Rolling Year
₹1.19 Cr
₹0.83 Cr
Deepest Drawdown
−23.65%
−28.21%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
25.78%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 14% · M 27% · S 55%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%