Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Axis - APLHASENSE AI
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.35%
0.11%
6 Months
5.61%
−3.92%
1 Year
10.19%
−6.84%
3 Years
9.70%
—
5 Years
7.80%
—
Since Inception
13.10%
4.50%
Fund Age
14 yrs 11 mo
2 yrs 8 mo
AUM
₹88.88 Cr
₹3.74 Cr
Alpha – 1 Year
10.54%
−4.88%
Alpha – 3 Years
0.70%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
15.04%
11.57%
Volatility – 3 Years
14.30%
—
Beta – 1 Year
0.87
0.63
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.37
-1.03
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
4.17%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−20.16%
−14.09%
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 42% · M 43% · S 15%
Number of Stocks
37
20
Portfolio P/E
—
42.34
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%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%