Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.35%
1.73%
6 Months
5.61%
2.87%
1 Year
10.19%
8.13%
3 Years
9.70%
16.18%
5 Years
7.80%
18.39%
Since Inception
13.10%
20.76%
Fund Age
14 yrs 11 mo
10 yrs
AUM
₹88.88 Cr
₹12,257.23 Cr
Alpha – 1 Year
10.54%
5.15%
Alpha – 3 Years
0.70%
4.29%
Information Ratio – 3 Years
0.00
0.41
Volatility – 1 Year
15.04%
17.45%
Volatility – 3 Years
14.30%
14.35%
Beta – 1 Year
0.87
0.98
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
0.37
0.22
Sharpe Ratio – 3 Years
0.35
0.68
Worst Rolling Year
4.17%
-5.58%
Value at Worst Rolling Year
₹1.04 Cr
₹0.94 Cr
Deepest Drawdown
−20.16%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
13.53%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 55% · M 21% · S 12%
Number of Stocks
37
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%