Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
3.68%
6 Months
5.61%
−1.81%
1 Year
10.19%
5.85%
3 Years
9.70%
8.65%
5 Years
7.80%
7.90%
Since Inception
13.10%
16.09%
Fund Age
14 yrs 11 mo
16 yrs 4 mo
AUM
₹88.88 Cr
₹22.08 Cr
Alpha – 1 Year
10.54%
6.20%
Alpha – 3 Years
0.70%
−0.35%
Information Ratio – 3 Years
0.00
0.11
Volatility – 1 Year
15.04%
17.32%
Volatility – 3 Years
14.30%
15.11%
Beta – 1 Year
0.87
0.79
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
0.37
0.10
Sharpe Ratio – 3 Years
0.35
0.36
Worst Rolling Year
4.17%
0.88%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−20.16%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
13.53%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 22% · M 16% · S 47%
Number of Stocks
37
37
Portfolio P/E
—
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%