Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
22.62%
6.39%
1 Year
24.22%
0.37%
3 Years
21.85%
11.18%
5 Years
23.03%
—
Since Inception
26.36%
4.21%
Fund Age
5 yrs 7 mo
4 yrs 6 mo
AUM
₹1,251.52 Cr
₹59.82 Cr
Alpha – 1 Year
19.50%
−2.61%
Alpha – 3 Years
9.76%
−0.71%
Information Ratio – 3 Years
1.14
0.13
Volatility – 1 Year
21.48%
22.91%
Volatility – 3 Years
19.09%
17.96%
Beta – 1 Year
1.12
1.09
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.87
-0.11
Sharpe Ratio – 3 Years
0.92
0.38
Worst Rolling Year
19.03%
3.87%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−23.65%
−25.26%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 40% · M 26% · S 33%
Number of Stocks
60
35
Portfolio P/E
39.40
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%