Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Motilal Oswal - NTDOP
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%
3.69%
6 Months
22.62%
8.66%
1 Year
24.22%
4.44%
3 Years
21.85%
14.48%
5 Years
23.03%
8.94%
Since Inception
26.36%
14.23%
Fund Age
5 yrs 7 mo
18 yrs 11 mo
AUM
₹1,251.52 Cr
₹4,562.38 Cr
Alpha – 1 Year
19.50%
1.46%
Alpha – 3 Years
9.76%
2.60%
Information Ratio – 3 Years
1.14
0.08
Volatility – 1 Year
21.48%
20.33%
Volatility – 3 Years
19.09%
19.22%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.08
1.12
Sharpe Ratio – 1 Year
0.87
0.00
Sharpe Ratio – 3 Years
0.92
0.51
Worst Rolling Year
19.03%
-6.78%
Value at Worst Rolling Year
₹1.19 Cr
₹0.93 Cr
Deepest Drawdown
−23.65%
−26.97%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
25.78%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 16% · M 42% · S 38%
Number of Stocks
60
33
Portfolio P/E
39.40
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%