Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Aequitas - India Opportunities Product
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Aequitas - India Opportunities Product
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
5.66%
6 Months
5.61%
−5.56%
1 Year
10.19%
34.70%
3 Years
9.70%
27.41%
5 Years
7.80%
32.51%
Since Inception
13.10%
32.15%
Fund Age
14 yrs 11 mo
13 yrs 6 mo
AUM
₹88.88 Cr
₹2,318.72 Cr
Alpha – 1 Year
10.54%
35.05%
Alpha – 3 Years
0.70%
18.41%
Information Ratio – 3 Years
0.00
1.03
Volatility – 1 Year
15.04%
21.67%
Volatility – 3 Years
14.30%
15.53%
Beta – 1 Year
0.87
0.28
Beta – 3 Years
0.96
0.35
Sharpe Ratio – 1 Year
0.37
1.24
Sharpe Ratio – 3 Years
0.35
1.31
Worst Rolling Year
4.17%
-17.36%
Value at Worst Rolling Year
₹1.04 Cr
₹0.83 Cr
Deepest Drawdown
−20.16%
−21.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
88.36%
Median Rolling Year
13.53%
37.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 4% · M 6% · S 13%
Number of Stocks
37
9
Portfolio P/E
—
14.68
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%