Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
True-Equity Factor Quant
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%
1.09%
6 Months
22.62%
3.47%
1 Year
24.22%
−3.80%
3 Years
21.85%
11.26%
5 Years
23.03%
—
Since Inception
26.36%
13.40%
Fund Age
5 yrs 7 mo
3 yrs 11 mo
AUM
₹1,251.52 Cr
₹143.29 Cr
Alpha – 1 Year
19.50%
−6.78%
Alpha – 3 Years
9.76%
−0.63%
Information Ratio – 3 Years
1.14
-0.10
Volatility – 1 Year
21.48%
15.14%
Volatility – 3 Years
19.09%
16.91%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.87
-0.54
Sharpe Ratio – 3 Years
0.92
0.40
Worst Rolling Year
19.03%
11.18%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−23.65%
−27.14%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%