Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
First Global - The India Super 50
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%
0.48%
6 Months
5.61%
0.17%
1 Year
10.19%
1.53%
3 Years
9.70%
6.30%
5 Years
7.80%
7.16%
Since Inception
13.10%
16.58%
Fund Age
14 yrs 11 mo
6 yrs 6 mo
AUM
₹88.88 Cr
₹182.72 Cr
Alpha – 1 Year
10.54%
−3.19%
Alpha – 3 Years
0.70%
−5.79%
Information Ratio – 3 Years
0.00
-1.15
Volatility – 1 Year
15.04%
17.17%
Volatility – 3 Years
14.30%
15.94%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
0.37
-0.13
Sharpe Ratio – 3 Years
0.35
0.13
Worst Rolling Year
4.17%
6.16%
Value at Worst Rolling Year
₹1.04 Cr
₹1.06 Cr
Deepest Drawdown
−20.16%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
—
Number of Stocks
37
60
Portfolio P/E
—
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%