Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Unifi BCAD
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%
2.20%
6 Months
22.62%
6.88%
1 Year
24.22%
5.29%
3 Years
21.85%
8.34%
5 Years
23.03%
9.52%
Since Inception
26.36%
13.35%
Fund Age
5 yrs 7 mo
8 yrs 3 mo
AUM
₹1,251.52 Cr
₹237.35 Cr
Alpha – 1 Year
19.50%
0.57%
Alpha – 3 Years
9.76%
−3.75%
Information Ratio – 3 Years
1.14
-0.44
Volatility – 1 Year
21.48%
19.09%
Volatility – 3 Years
19.09%
16.74%
Beta – 1 Year
1.12
1.07
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.87
0.09
Sharpe Ratio – 3 Years
0.92
0.25
Worst Rolling Year
19.03%
7.37%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−23.65%
−20.73%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
19.34%
5-Year Rolling Windows Positive
100.00%
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%