Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
−0.07%
6 Months
5.51%
3.00%
1 Year
6.39%
7.37%
3 Years
13.57%
7.34%
5 Years
12.29%
—
Since Inception
17.45%
8.94%
Fund Age
16 yrs 9 mo
3 yrs 9 mo
AUM
₹2,223.2 Cr
₹2.69 Cr
Alpha – 1 Year
1.67%
2.65%
Alpha – 3 Years
1.48%
−4.75%
Information Ratio – 3 Years
0.57
-0.75
Volatility – 1 Year
18.05%
19.15%
Volatility – 3 Years
15.15%
17.20%
Beta – 1 Year
1.02
1.07
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
0.14
0.19
Sharpe Ratio – 3 Years
0.62
0.19
Worst Rolling Year
-5.62%
6.80%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−17.96%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
9.65%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
—
Number of Stocks
55
—
Portfolio P/E
35.38
—
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
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%