Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
4.17%
6 Months
22.62%
19.62%
1 Year
24.22%
12.19%
3 Years
21.85%
23.51%
5 Years
23.03%
13.96%
Since Inception
26.36%
23.13%
Fund Age
5 yrs 7 mo
6 yrs 7 mo
AUM
₹1,251.52 Cr
₹2,332.81 Cr
Alpha – 1 Year
19.50%
9.21%
Alpha – 3 Years
9.76%
11.63%
Information Ratio – 3 Years
1.14
0.83
Volatility – 1 Year
21.48%
26.11%
Volatility – 3 Years
19.09%
21.82%
Beta – 1 Year
1.12
1.32
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.87
0.33
Sharpe Ratio – 3 Years
0.92
0.83
Worst Rolling Year
19.03%
12.50%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−23.65%
−24.27%
Recovery Period
428 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 14% · M 33% · S 52%
Number of Stocks
60
33
Portfolio P/E
39.40
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%