Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs MRG Capital - Wealth Maximizer
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AlfAccurate Advisors - AAA Budding Beasts
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
−0.03%
6 Months
22.62%
1.95%
1 Year
24.22%
9.19%
3 Years
21.85%
16.93%
5 Years
23.03%
11.74%
Since Inception
26.36%
12.55%
Fund Age
5 yrs 7 mo
7 yrs 3 mo
AUM
₹1,251.52 Cr
₹17.39 Cr
Alpha – 1 Year
19.50%
9.54%
Alpha – 3 Years
9.76%
7.93%
Information Ratio – 3 Years
1.14
0.83
Volatility – 1 Year
21.48%
16.46%
Volatility – 3 Years
19.09%
13.48%
Beta – 1 Year
1.12
0.82
Beta – 3 Years
1.08
0.74
Sharpe Ratio – 1 Year
0.87
0.29
Sharpe Ratio – 3 Years
0.92
0.84
Worst Rolling Year
19.03%
3.01%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−23.65%
−16.15%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 27% · M 18% · S 26%
Number of Stocks
60
53
Portfolio P/E
39.40
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%