Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.82%
6 Months
22.62%
5.10%
1 Year
24.22%
10.73%
3 Years
21.85%
13.62%
5 Years
23.03%
—
Since Inception
26.36%
13.76%
Fund Age
5 yrs 7 mo
3 yrs
AUM
₹1,251.52 Cr
₹261.91 Cr
Alpha – 1 Year
19.50%
5.53%
Alpha – 3 Years
9.76%
6.73%
Information Ratio – 3 Years
1.14
2.55
Volatility – 1 Year
21.48%
1.39%
Volatility – 3 Years
19.09%
1.55%
Beta – 1 Year
1.12
0.39
Beta – 3 Years
1.08
0.13
Sharpe Ratio – 1 Year
0.87
3.51
Sharpe Ratio – 3 Years
0.92
4.91
Worst Rolling Year
19.03%
13.63%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−23.65%
—
Recovery Period
428 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
13.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
—
Portfolio P/E
39.40
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%