Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Piper Serica Advisors - Leader 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%
3.10%
6 Months
22.62%
24.70%
1 Year
24.22%
21.80%
3 Years
21.85%
16.46%
5 Years
23.03%
12.29%
Since Inception
26.36%
17.31%
Fund Age
5 yrs 7 mo
7 yrs 2 mo
AUM
₹1,251.52 Cr
₹328.39 Cr
Alpha – 1 Year
19.50%
22.15%
Alpha – 3 Years
9.76%
7.46%
Information Ratio – 3 Years
1.14
1.55
Volatility – 1 Year
21.48%
22.56%
Volatility – 3 Years
19.09%
18.01%
Beta – 1 Year
1.12
1.10
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.87
0.85
Sharpe Ratio – 3 Years
0.92
1.07
Worst Rolling Year
19.03%
7.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−23.65%
−21.44%
Recovery Period
428 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 1%