Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Oro-alpha compounders
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%
2.98%
6 Months
22.62%
−0.13%
1 Year
24.22%
−2.80%
3 Years
21.85%
13.20%
5 Years
23.03%
—
Since Inception
26.36%
13.51%
Fund Age
5 yrs 7 mo
3 yrs 8 mo
AUM
₹1,251.52 Cr
₹30.6 Cr
Alpha – 1 Year
19.50%
−5.78%
Alpha – 3 Years
9.76%
1.30%
Information Ratio – 3 Years
1.14
0.16
Volatility – 1 Year
21.48%
16.62%
Volatility – 3 Years
19.09%
16.99%
Beta – 1 Year
1.12
0.93
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
0.87
-0.42
Sharpe Ratio – 3 Years
0.92
0.50
Worst Rolling Year
19.03%
13.00%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−23.65%
−20.23%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 44% · M 26% · S 17%
Number of Stocks
60
24
Portfolio P/E
39.40
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%