Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
ValueQuest - Growth
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%
1.42%
6 Months
22.62%
31.94%
1 Year
24.22%
21.84%
3 Years
21.85%
17.21%
5 Years
23.03%
16.75%
Since Inception
26.36%
18.18%
Fund Age
5 yrs 7 mo
13 yrs 5 mo
AUM
₹1,251.52 Cr
₹2,035.08 Cr
Alpha – 1 Year
19.50%
18.86%
Alpha – 3 Years
9.76%
5.32%
Information Ratio – 3 Years
1.14
0.50
Volatility – 1 Year
21.48%
24.29%
Volatility – 3 Years
19.09%
19.24%
Beta – 1 Year
1.12
1.15
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
0.87
0.70
Sharpe Ratio – 3 Years
0.92
0.65
Worst Rolling Year
19.03%
-15.08%
Value at Worst Rolling Year
₹1.19 Cr
₹0.85 Cr
Deepest Drawdown
−23.65%
−8.16%
Recovery Period
428 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
25.78%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 14% · M 27% · S 55%
L 23% · M 1% · S 69%
Number of Stocks
60
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%