Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Right Horizons - Perennial
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%
−0.19%
6 Months
22.62%
11.46%
1 Year
24.22%
8.21%
3 Years
21.85%
12.09%
5 Years
23.03%
11.81%
Since Inception
26.36%
13.34%
Fund Age
5 yrs 7 mo
5 yrs 3 mo
AUM
₹1,251.52 Cr
₹34.29 Cr
Alpha – 1 Year
19.50%
5.23%
Alpha – 3 Years
9.76%
0.21%
Information Ratio – 3 Years
1.14
0.17
Volatility – 1 Year
21.48%
24.84%
Volatility – 3 Years
19.09%
21.42%
Beta – 1 Year
1.12
1.25
Beta – 3 Years
1.08
1.08
Sharpe Ratio – 1 Year
0.87
0.21
Sharpe Ratio – 3 Years
0.92
0.49
Worst Rolling Year
19.03%
7.11%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−23.65%
−34.77%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 5% · M 7% · S 69%
Number of Stocks
60
37
Portfolio P/E
39.40
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%