Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
QED Capital - Alphabets
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%
4.25%
6 Months
22.62%
7.44%
1 Year
24.22%
14.27%
3 Years
21.85%
13.32%
5 Years
23.03%
10.94%
Since Inception
26.36%
15.43%
Fund Age
5 yrs 7 mo
5 yrs 4 mo
AUM
₹1,251.52 Cr
₹21.45 Cr
Alpha – 1 Year
19.50%
9.55%
Alpha – 3 Years
9.76%
1.23%
Information Ratio – 3 Years
1.14
0.37
Volatility – 1 Year
21.48%
12.68%
Volatility – 3 Years
19.09%
17.36%
Beta – 1 Year
1.12
0.58
Beta – 3 Years
1.08
0.73
Sharpe Ratio – 1 Year
0.87
0.70
Sharpe Ratio – 3 Years
0.92
0.70
Worst Rolling Year
19.03%
12.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−23.65%
−26.06%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%