Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
AlfAccurate Advisors - AAA IOP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
2.31%
6 Months
5.61%
5.51%
1 Year
10.19%
6.39%
3 Years
9.70%
13.57%
5 Years
7.80%
12.29%
Since Inception
13.10%
17.45%
Fund Age
14 yrs 11 mo
16 yrs 9 mo
AUM
₹88.88 Cr
₹2,223.2 Cr
Alpha – 1 Year
10.54%
1.67%
Alpha – 3 Years
0.70%
1.48%
Information Ratio – 3 Years
0.00
0.57
Volatility – 1 Year
15.04%
18.05%
Volatility – 3 Years
14.30%
15.15%
Beta – 1 Year
0.87
1.02
Beta – 3 Years
0.96
0.96
Sharpe Ratio – 1 Year
0.37
0.14
Sharpe Ratio – 3 Years
0.35
0.62
Worst Rolling Year
4.17%
-5.62%
Value at Worst Rolling Year
₹1.04 Cr
₹0.94 Cr
Deepest Drawdown
−20.16%
−17.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.40%
Median Rolling Year
13.53%
18.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 49% · M 25% · S 21%
Number of Stocks
37
55
Portfolio P/E
—
35.38
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%
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%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%