Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ORO - All Weather Portfolio
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%
−0.19%
6 Months
22.62%
−0.42%
1 Year
24.22%
−4.58%
3 Years
21.85%
16.32%
5 Years
23.03%
13.17%
Since Inception
26.36%
13.94%
Fund Age
5 yrs 7 mo
6 yrs 6 mo
AUM
₹1,251.52 Cr
₹13.16 Cr
Alpha – 1 Year
19.50%
−7.56%
Alpha – 3 Years
9.76%
4.42%
Information Ratio – 3 Years
1.14
0.49
Volatility – 1 Year
21.48%
16.90%
Volatility – 3 Years
19.09%
17.54%
Beta – 1 Year
1.12
0.86
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.87
-0.52
Sharpe Ratio – 3 Years
0.92
0.69
Worst Rolling Year
19.03%
3.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−23.65%
−19.46%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 66% · M 23%
Number of Stocks
60
20
Portfolio P/E
39.40
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%