Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.35%
−0.04%
6 Months
5.61%
0.28%
1 Year
10.19%
2.14%
3 Years
9.70%
10.02%
5 Years
7.80%
13.15%
Since Inception
13.10%
11.46%
Fund Age
14 yrs 11 mo
8 yrs 7 mo
AUM
₹88.88 Cr
₹585.94 Cr
Alpha – 1 Year
10.54%
2.49%
Alpha – 3 Years
0.70%
1.02%
Information Ratio – 3 Years
0.00
0.18
Volatility – 1 Year
15.04%
16.38%
Volatility – 3 Years
14.30%
14.42%
Beta – 1 Year
0.87
1.00
Beta – 3 Years
0.96
0.96
Sharpe Ratio – 1 Year
0.37
-0.13
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
4.17%
3.37%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−20.16%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 65% · M 26% · S 8%
Number of Stocks
37
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%