Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
NBC - Seeking Alpha
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%
3.51%
6 Months
22.62%
12.65%
1 Year
24.22%
22.80%
3 Years
21.85%
18.05%
5 Years
23.03%
41.98%
Since Inception
26.36%
7.54%
Fund Age
5 yrs 7 mo
9 yrs 2 mo
AUM
₹1,251.52 Cr
₹9.17 Cr
Alpha – 1 Year
19.50%
24.84%
Alpha – 3 Years
9.76%
11.40%
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
21.50%
Volatility – 3 Years
19.09%
17.94%
Beta – 1 Year
1.12
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.82
Sharpe Ratio – 3 Years
0.92
0.76
Worst Rolling Year
19.03%
-34.33%
Value at Worst Rolling Year
₹1.19 Cr
₹0.66 Cr
Deepest Drawdown
−23.65%
−18.33%
Recovery Period
428 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
25.78%
26.92%
5-Year Rolling Windows Positive
100.00%
74.51%
Market-Cap Mix
L 14% · M 27% · S 55%
L 13% · M 14% · S 73%
Number of Stocks
60
18
Portfolio P/E
39.40
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
—
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%