Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Unifi APJ 20*
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%
3.07%
6 Months
22.62%
13.63%
1 Year
24.22%
10.76%
3 Years
21.85%
13.00%
5 Years
23.03%
13.13%
Since Inception
26.36%
20.07%
Fund Age
5 yrs 7 mo
10 yrs 11 mo
AUM
₹1,251.52 Cr
₹942.94 Cr
Alpha – 1 Year
19.50%
6.04%
Alpha – 3 Years
9.76%
0.91%
Information Ratio – 3 Years
1.14
0.27
Volatility – 1 Year
21.48%
18.61%
Volatility – 3 Years
19.09%
17.55%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.87
0.35
Sharpe Ratio – 3 Years
0.92
0.49
Worst Rolling Year
19.03%
-10.32%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−23.65%
−17.59%
Recovery Period
428 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
25.78%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 15% · M 3% · S 82%
Number of Stocks
60
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Portfolio P/E
39.40
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
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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