Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Motilal Oswal - Value Migration
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%
0.78%
6 Months
5.61%
11.75%
1 Year
10.19%
−2.37%
3 Years
9.70%
17.81%
5 Years
7.80%
14.66%
Since Inception
13.10%
18.91%
Fund Age
14 yrs 11 mo
23 yrs 5 mo
AUM
₹88.88 Cr
₹3,220.2 Cr
Alpha – 1 Year
10.54%
−5.35%
Alpha – 3 Years
0.70%
5.93%
Information Ratio – 3 Years
0.00
0.54
Volatility – 1 Year
15.04%
21.49%
Volatility – 3 Years
14.30%
20.84%
Beta – 1 Year
0.87
1.07
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.37
-0.27
Sharpe Ratio – 3 Years
0.35
0.64
Worst Rolling Year
4.17%
-7.44%
Value at Worst Rolling Year
₹1.04 Cr
₹0.93 Cr
Deepest Drawdown
−20.16%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
13.53%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 28% · M 48% · S 19%
Number of Stocks
37
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%