Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
22.62%
12.07%
1 Year
24.22%
11.66%
3 Years
21.85%
13.52%
5 Years
23.03%
—
Since Inception
26.36%
14.98%
Fund Age
5 yrs 7 mo
3 yrs 6 mo
AUM
₹1,251.52 Cr
₹447.27 Cr
Alpha – 1 Year
19.50%
6.94%
Alpha – 3 Years
9.76%
1.43%
Information Ratio – 3 Years
1.14
0.13
Volatility – 1 Year
21.48%
21.15%
Volatility – 3 Years
19.09%
18.85%
Beta – 1 Year
1.12
1.14
Beta – 3 Years
1.08
1.10
Sharpe Ratio – 1 Year
0.87
0.37
Sharpe Ratio – 3 Years
0.92
0.48
Worst Rolling Year
19.03%
10.55%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−23.65%
−17.40%
Recovery Period
428 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
14.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 27% · S 55%
L 28% · M 19% · S 29%
Number of Stocks
60
—
Portfolio P/E
39.40
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%