|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|AlfAccurate Advisors Budding Beasts||4.20%||15.82%||31.66%||29.43%||24.84%||-||-||-||31.69%|
|BSE 500 TRI||-0.61%||7.73%||17.34%||11.34%||9.15%||-||-||-||17.04%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|AlfAccurate Advisors Budding Beasts||Mid & Small Cap||Rajesh Kothari||01 January 2021||2Y 8M||-||BSE 500 TRI||31.69%||53||5|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||8.55%||12.29%||74.19%||20.84%||0.86||15.23%||2.55||15.97%||1.49||74.19 %|
|Nifty 500||6.63%||13.09%||19.72%||0.89||14.20%||1.57||74.19 %|
|Nifty Midcap 100||-5.03%||12.31%||7.28%||0.85||5.34%||0.68||64.52 %|
|Nifty Smallcap 100||-1.59%||15.71%||14.12%||0.73||10.94%||0.93||54.84 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|Safari Industries India Limited||5.21|
|ABB India Ltd||4.61|
|Eureka Forbes Ltd||4.07|
|Bajaj Electricals Ltd||3.05|
|Top 5 Equity Holdings||20.19|
|Banking & Finance||18.40|
Market Cap Allocation
From the Founders & Managers of AlfAccurate Advisors PMS
Which is the best company through which an investor can invest in Alfaccurate Advisors Budding Beasts Portfolio?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 23.