Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Alchemy - Ascent
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Alchemy - Ascent
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
4.39%
6 Months
5.61%
8.65%
1 Year
10.19%
14.07%
3 Years
9.70%
8.50%
5 Years
7.80%
7.26%
Since Inception
13.10%
13.68%
Fund Age
14 yrs 11 mo
6 yrs 11 mo
AUM
₹88.88 Cr
₹234.24 Cr
Alpha – 1 Year
10.54%
9.35%
Alpha – 3 Years
0.70%
−3.59%
Information Ratio – 3 Years
0.00
-0.32
Volatility – 1 Year
15.04%
17.05%
Volatility – 3 Years
14.30%
19.82%
Beta – 1 Year
0.87
0.90
Beta – 3 Years
0.96
1.09
Sharpe Ratio – 1 Year
0.37
0.55
Sharpe Ratio – 3 Years
0.35
0.25
Worst Rolling Year
4.17%
4.86%
Value at Worst Rolling Year
₹1.04 Cr
₹1.05 Cr
Deepest Drawdown
−20.16%
−34.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
16.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 25% · M 33% · S 39%
Number of Stocks
37
70
Portfolio P/E
—
29.14
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%
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%