Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
−1.54%
6 Months
5.61%
−5.38%
1 Year
10.19%
−6.70%
3 Years
9.70%
7.98%
5 Years
7.80%
—
Since Inception
13.10%
7.98%
Fund Age
14 yrs 11 mo
2 yrs 11 mo
AUM
₹88.88 Cr
₹7.31 Cr
Alpha – 1 Year
10.54%
−6.35%
Alpha – 3 Years
0.70%
−1.02%
Information Ratio – 3 Years
0.00
-0.08
Volatility – 1 Year
15.04%
17.44%
Volatility – 3 Years
14.30%
15.65%
Beta – 1 Year
0.87
1.08
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.37
-0.61
Sharpe Ratio – 3 Years
0.35
0.22
Worst Rolling Year
4.17%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−20.16%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.53%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 61% · M 26% · S 9%
Number of Stocks
37
66
Portfolio P/E
—
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 0% / 0%