Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
7.67%
6 Months
22.62%
27.70%
1 Year
24.22%
47.52%
3 Years
21.85%
23.98%
5 Years
23.03%
15.87%
Since Inception
26.36%
18.55%
Fund Age
5 yrs 7 mo
16 yrs 2 mo
AUM
₹1,251.52 Cr
₹1,022.92 Cr
Alpha – 1 Year
19.50%
42.80%
Alpha – 3 Years
9.76%
11.89%
Information Ratio – 3 Years
1.14
1.12
Volatility – 1 Year
21.48%
28.29%
Volatility – 3 Years
19.09%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
1.08
1.07
Sharpe Ratio – 1 Year
0.87
1.33
Sharpe Ratio – 3 Years
0.92
0.99
Worst Rolling Year
19.03%
-4.58%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−23.65%
−19.51%
Recovery Period
428 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
25.78%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 22% · M 32% · S 42%
Number of Stocks
60
26
Portfolio P/E
39.40
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%