Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Incred-Small & MidCap PMS
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%
4.27%
6 Months
5.61%
−8.15%
1 Year
10.19%
−5.39%
3 Years
9.70%
10.81%
5 Years
7.80%
—
Since Inception
13.10%
11.07%
Fund Age
14 yrs 11 mo
5 yrs
AUM
₹88.88 Cr
₹121.08 Cr
Alpha – 1 Year
10.54%
−5.32%
Alpha – 3 Years
0.70%
−2.65%
Information Ratio – 3 Years
0.00
-0.15
Volatility – 1 Year
15.04%
24.51%
Volatility – 3 Years
14.30%
24.85%
Beta – 1 Year
0.87
1.17
Beta – 3 Years
0.96
1.18
Sharpe Ratio – 1 Year
0.37
-0.34
Sharpe Ratio – 3 Years
0.35
0.32
Worst Rolling Year
4.17%
9.88%
Value at Worst Rolling Year
₹1.04 Cr
₹1.10 Cr
Deepest Drawdown
−20.16%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
M 20% · S 78%
Number of Stocks
37
—
Portfolio P/E
—
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%