Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
22.62%
6.00%
1 Year
24.22%
4.90%
3 Years
21.85%
18.50%
5 Years
23.03%
—
Since Inception
26.36%
16.60%
Fund Age
5 yrs 7 mo
3 yrs
AUM
₹1,251.52 Cr
₹209.72 Cr
Alpha – 1 Year
19.50%
0.20%
Alpha – 3 Years
9.76%
6.40%
Information Ratio – 3 Years
1.14
1.16
Volatility – 1 Year
21.48%
19.79%
Volatility – 3 Years
19.09%
17.07%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
0.87
0.07
Sharpe Ratio – 3 Years
0.92
0.81
Worst Rolling Year
19.03%
18.52%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−23.65%
−19.68%
Recovery Period
428 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 67% · M 33%
Number of Stocks
60
24
Portfolio P/E
39.40
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%