Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
SageOne - Smallcap 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%
0.91%
6 Months
22.62%
22.17%
1 Year
24.22%
13.49%
3 Years
21.85%
12.21%
5 Years
23.03%
11.23%
Since Inception
26.36%
22.14%
Fund Age
5 yrs 7 mo
7 yrs 4 mo
AUM
₹1,251.52 Cr
₹1,280.4 Cr
Alpha – 1 Year
19.50%
8.77%
Alpha – 3 Years
9.76%
0.12%
Information Ratio – 3 Years
1.14
0.01
Volatility – 1 Year
21.48%
24.60%
Volatility – 3 Years
19.09%
22.41%
Beta – 1 Year
1.12
1.20
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
0.87
0.41
Sharpe Ratio – 3 Years
0.92
0.39
Worst Rolling Year
19.03%
4.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−23.65%
−26.42%
Recovery Period
428 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
S 100%
Number of Stocks
60
18
Portfolio P/E
39.40
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%