Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
22.62%
8.02%
1 Year
24.22%
5.50%
3 Years
21.85%
7.60%
5 Years
23.03%
9.19%
Since Inception
26.36%
14.35%
Fund Age
5 yrs 7 mo
5 yrs 9 mo
AUM
₹1,251.52 Cr
₹11.85 Cr
Alpha – 1 Year
19.50%
0.78%
Alpha – 3 Years
9.76%
−4.49%
Information Ratio – 3 Years
1.14
-0.44
Volatility – 1 Year
21.48%
20.18%
Volatility – 3 Years
19.09%
17.74%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
1.08
1.06
Sharpe Ratio – 1 Year
0.87
0.10
Sharpe Ratio – 3 Years
0.92
0.27
Worst Rolling Year
19.03%
7.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−23.65%
−24.84%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%