Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Shriram LEAPS
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%
4.25%
6 Months
22.62%
−2.25%
1 Year
24.22%
13.70%
3 Years
21.85%
—
5 Years
23.03%
—
Since Inception
26.36%
13.96%
Fund Age
5 yrs 7 mo
18 mo
AUM
₹1,251.52 Cr
₹0.37 Cr
Alpha – 1 Year
19.50%
14.05%
Alpha – 3 Years
9.76%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
17.89%
Volatility – 3 Years
19.09%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.51
Sharpe Ratio – 3 Years
0.92
—
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−15.73%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
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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 Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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