Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
MOAT - Moderate Compounders
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%
2.75%
6 Months
5.61%
8.17%
1 Year
10.19%
3.28%
3 Years
9.70%
8.41%
5 Years
7.80%
12.53%
Since Inception
13.10%
11.01%
Fund Age
14 yrs 11 mo
12 yrs 9 mo
AUM
₹88.88 Cr
₹16.57 Cr
Alpha – 1 Year
10.54%
−1.44%
Alpha – 3 Years
0.70%
−3.68%
Information Ratio – 3 Years
0.00
-0.32
Volatility – 1 Year
15.04%
20.74%
Volatility – 3 Years
14.30%
17.91%
Beta – 1 Year
0.87
1.13
Beta – 3 Years
0.96
1.09
Sharpe Ratio – 1 Year
0.37
0.00
Sharpe Ratio – 3 Years
0.35
0.32
Worst Rolling Year
4.17%
-16.89%
Value at Worst Rolling Year
₹1.04 Cr
₹0.83 Cr
Deepest Drawdown
−20.16%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
13.53%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 86% · M 13% · S 0%
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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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%