Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
0.25%
6 Months
5.61%
15.19%
1 Year
10.19%
3.21%
3 Years
9.70%
19.65%
5 Years
7.80%
—
Since Inception
13.10%
25.09%
Fund Age
14 yrs 11 mo
3 yrs 5 mo
AUM
₹88.88 Cr
₹4,148.34 Cr
Alpha – 1 Year
10.54%
0.23%
Alpha – 3 Years
0.70%
7.77%
Information Ratio – 3 Years
0.00
0.62
Volatility – 1 Year
15.04%
21.54%
Volatility – 3 Years
14.30%
22.15%
Beta – 1 Year
0.87
1.06
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
0.37
-0.01
Sharpe Ratio – 3 Years
0.35
0.68
Worst Rolling Year
4.17%
19.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−20.16%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 26% · M 35% · S 37%
Number of Stocks
37
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%