Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ORO-Alpha Value
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%
0.44%
6 Months
22.62%
5.47%
1 Year
24.22%
6.35%
3 Years
21.85%
—
5 Years
23.03%
—
Since Inception
26.36%
6.04%
Fund Age
5 yrs 7 mo
3 yrs 8 mo
AUM
₹1,251.52 Cr
₹1.28 Cr
Alpha – 1 Year
19.50%
3.37%
Alpha – 3 Years
9.76%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
17.26%
Volatility – 3 Years
19.09%
15.80%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.12
Sharpe Ratio – 3 Years
0.92
0.10
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−17.83%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 42% · M 17% · S 27%
Number of Stocks
60
24
Portfolio P/E
39.40
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%