Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
1.87%
6 Months
22.62%
3.49%
1 Year
24.22%
5.55%
3 Years
21.85%
12.97%
5 Years
23.03%
—
Since Inception
26.36%
12.27%
Fund Age
5 yrs 7 mo
4 yrs 3 mo
AUM
₹1,251.52 Cr
₹25.94 Cr
Alpha – 1 Year
19.50%
−0.42%
Alpha – 3 Years
9.76%
2.07%
Information Ratio – 3 Years
1.14
0.10
Volatility – 1 Year
21.48%
15.73%
Volatility – 3 Years
19.09%
12.26%
Beta – 1 Year
1.12
1.56
Beta – 3 Years
1.08
1.42
Sharpe Ratio – 1 Year
0.87
0.07
Sharpe Ratio – 3 Years
0.92
0.62
Worst Rolling Year
19.03%
11.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−23.65%
−11.81%
Recovery Period
428 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
—
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%