Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Sameeksha - Equity Fund
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%
−0.38%
6 Months
22.62%
11.48%
1 Year
24.22%
7.29%
3 Years
21.85%
16.29%
5 Years
23.03%
16.45%
Since Inception
26.36%
20.67%
Fund Age
5 yrs 7 mo
10 yrs 4 mo
AUM
₹1,251.52 Cr
₹1,333.94 Cr
Alpha – 1 Year
19.50%
2.57%
Alpha – 3 Years
9.76%
4.20%
Information Ratio – 3 Years
1.14
0.52
Volatility – 1 Year
21.48%
21.33%
Volatility – 3 Years
19.09%
16.22%
Beta – 1 Year
1.12
1.18
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
0.87
0.18
Sharpe Ratio – 3 Years
0.92
0.69
Worst Rolling Year
19.03%
-0.52%
Value at Worst Rolling Year
₹1.19 Cr
₹0.99 Cr
Deepest Drawdown
−23.65%
−19.36%
Recovery Period
428 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
25.78%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
50
Portfolio P/E
39.40
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 0% / 0%