Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
SBI AEON ALPHA PMS
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%
0.41%
6 Months
22.62%
20.81%
1 Year
24.22%
15.63%
3 Years
21.85%
13.76%
5 Years
23.03%
—
Since Inception
26.36%
14.77%
Fund Age
5 yrs 7 mo
4 yrs 6 mo
AUM
₹1,251.52 Cr
₹751.68 Cr
Alpha – 1 Year
19.50%
16.06%
Alpha – 3 Years
9.76%
5.19%
Information Ratio – 3 Years
1.14
0.25
Volatility – 1 Year
21.48%
18.90%
Volatility – 3 Years
19.09%
16.75%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
1.08
0.79
Sharpe Ratio – 1 Year
0.87
0.57
Sharpe Ratio – 3 Years
0.92
0.53
Worst Rolling Year
19.03%
13.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−23.65%
−21.60%
Recovery Period
428 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 16% · M 11% · S 70%
Number of Stocks
60
—
Portfolio P/E
39.40
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%