Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
22.62%
13.10%
1 Year
24.22%
18.11%
3 Years
21.85%
14.56%
5 Years
23.03%
8.71%
Since Inception
26.36%
13.67%
Fund Age
5 yrs 7 mo
11 yrs 2 mo
AUM
₹1,251.52 Cr
₹138.06 Cr
Alpha – 1 Year
19.50%
18.46%
Alpha – 3 Years
9.76%
5.57%
Information Ratio – 3 Years
1.14
0.62
Volatility – 1 Year
21.48%
22.83%
Volatility – 3 Years
19.09%
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.87
0.61
Sharpe Ratio – 3 Years
0.92
0.55
Worst Rolling Year
19.03%
-8.44%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−23.65%
−17.10%
Recovery Period
428 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
25.78%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 38% · M 14% · S 45%
Number of Stocks
60
18
Portfolio P/E
39.40
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%