Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Phillip Capital - Emerging India 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%
3.88%
6 Months
22.62%
18.21%
1 Year
24.22%
11.44%
3 Years
21.85%
9.27%
5 Years
23.03%
10.90%
Since Inception
26.36%
13.08%
Fund Age
5 yrs 7 mo
9 yrs
AUM
₹1,251.52 Cr
₹29.3 Cr
Alpha – 1 Year
19.50%
6.74%
Alpha – 3 Years
9.76%
−1.95%
Information Ratio – 3 Years
1.14
-0.21
Volatility – 1 Year
21.48%
23.26%
Volatility – 3 Years
19.09%
18.09%
Beta – 1 Year
1.12
1.21
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.87
0.35
Sharpe Ratio – 3 Years
0.92
0.32
Worst Rolling Year
19.03%
0.11%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−23.65%
−21.53%
Recovery Period
428 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
25.78%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 6% · M 32% · S 55%
Number of Stocks
60
23
Portfolio P/E
39.40
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%