Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Ambit Investment Advisors - Good & Clean
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%
4.14%
6 Months
5.61%
12.03%
1 Year
10.19%
22.15%
3 Years
9.70%
14.49%
5 Years
7.80%
12.37%
Since Inception
13.10%
12.90%
Fund Age
14 yrs 11 mo
11 yrs 5 mo
AUM
₹88.88 Cr
₹441.87 Cr
Alpha – 1 Year
10.54%
17.43%
Alpha – 3 Years
0.70%
2.40%
Information Ratio – 3 Years
0.00
0.31
Volatility – 1 Year
15.04%
19.08%
Volatility – 3 Years
14.30%
17.65%
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
0.37
0.87
Sharpe Ratio – 3 Years
0.35
0.56
Worst Rolling Year
4.17%
-0.27%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−20.16%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
99.03%
Median Rolling Year
13.53%
14.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 41% · M 34% · S 25%
Number of Stocks
37
29
Portfolio P/E
—
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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%