Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Valcreate Lifesciences and Specialty Opportunities
AlfAccurate Advisors - AAA Budding Beasts
Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
22.62%
17.95%
1 Year
24.22%
21.71%
3 Years
21.85%
19.34%
5 Years
23.03%
—
Since Inception
26.36%
19.34%
Fund Age
5 yrs 7 mo
3 yrs 6 mo
AUM
₹1,251.52 Cr
₹18.73 Cr
Alpha – 1 Year
19.50%
16.99%
Alpha – 3 Years
9.76%
7.25%
Information Ratio – 3 Years
1.14
0.85
Volatility – 1 Year
21.48%
22.22%
Volatility – 3 Years
19.09%
20.72%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.08
0.89
Sharpe Ratio – 1 Year
0.87
0.75
Sharpe Ratio – 3 Years
0.92
0.85
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
—
Recovery Period
428 days
—
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%
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%