Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Renaissance - Opportunities 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%
−0.04%
6 Months
22.62%
0.28%
1 Year
24.22%
2.14%
3 Years
21.85%
10.02%
5 Years
23.03%
13.15%
Since Inception
26.36%
11.46%
Fund Age
5 yrs 7 mo
8 yrs 7 mo
AUM
₹1,251.52 Cr
₹585.94 Cr
Alpha – 1 Year
19.50%
2.49%
Alpha – 3 Years
9.76%
1.02%
Information Ratio – 3 Years
1.14
0.18
Volatility – 1 Year
21.48%
16.38%
Volatility – 3 Years
19.09%
14.42%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
1.08
0.96
Sharpe Ratio – 1 Year
0.87
-0.13
Sharpe Ratio – 3 Years
0.92
0.38
Worst Rolling Year
19.03%
3.37%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−23.65%
−17.04%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 65% · M 26% · S 8%
Number of Stocks
60
31
Portfolio P/E
39.40
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%