Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Phillip Capital - Emerging India Portfolio
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%
3.88%
6 Months
5.61%
18.21%
1 Year
10.19%
11.44%
3 Years
9.70%
9.27%
5 Years
7.80%
10.90%
Since Inception
13.10%
13.08%
Fund Age
14 yrs 11 mo
9 yrs
AUM
₹88.88 Cr
₹29.3 Cr
Alpha – 1 Year
10.54%
6.74%
Alpha – 3 Years
0.70%
−1.95%
Information Ratio – 3 Years
0.00
-0.21
Volatility – 1 Year
15.04%
23.26%
Volatility – 3 Years
14.30%
18.09%
Beta – 1 Year
0.87
1.21
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
0.37
0.35
Sharpe Ratio – 3 Years
0.35
0.32
Worst Rolling Year
4.17%
0.11%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−20.16%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
13.53%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 6% · M 32% · S 55%
Number of Stocks
37
23
Portfolio P/E
—
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%