Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Axis - Brand Equity PMS
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%
2.39%
6 Months
5.61%
10.60%
1 Year
10.19%
2.51%
3 Years
9.70%
7.68%
5 Years
7.80%
9.38%
Since Inception
13.10%
10.51%
Fund Age
14 yrs 11 mo
9 yrs 6 mo
AUM
₹88.88 Cr
₹804.15 Cr
Alpha – 1 Year
10.54%
2.94%
Alpha – 3 Years
0.70%
−0.89%
Information Ratio – 3 Years
0.00
-0.08
Volatility – 1 Year
15.04%
21.76%
Volatility – 3 Years
14.30%
17.30%
Beta – 1 Year
0.87
1.23
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
0.37
-0.04
Sharpe Ratio – 3 Years
0.35
0.20
Worst Rolling Year
4.17%
-3.22%
Value at Worst Rolling Year
₹1.04 Cr
₹0.97 Cr
Deepest Drawdown
−20.16%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
13.53%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 26% · M 6% · S 61%
Number of Stocks
37
42
Portfolio P/E
—
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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%