Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Right Horizons - Alliance
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%
1.80%
6 Months
22.62%
2.80%
1 Year
24.22%
4.89%
3 Years
21.85%
12.23%
5 Years
23.03%
10.64%
Since Inception
26.36%
8.93%
Fund Age
5 yrs 7 mo
12 yrs
AUM
₹1,251.52 Cr
₹134.76 Cr
Alpha – 1 Year
19.50%
−1.08%
Alpha – 3 Years
9.76%
1.34%
Information Ratio – 3 Years
1.14
0.07
Volatility – 1 Year
21.48%
10.79%
Volatility – 3 Years
19.09%
9.62%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.08
1.10
Sharpe Ratio – 1 Year
0.87
-0.01
Sharpe Ratio – 3 Years
0.92
0.69
Worst Rolling Year
19.03%
0.05%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−23.65%
−11.50%
Recovery Period
428 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
25.78%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 50% · M 11% · S 8%
Number of Stocks
60
33
Portfolio P/E
39.40
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –