Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
−0.19%
6 Months
5.61%
11.46%
1 Year
10.19%
8.21%
3 Years
9.70%
12.09%
5 Years
7.80%
11.81%
Since Inception
13.10%
13.34%
Fund Age
14 yrs 11 mo
5 yrs 3 mo
AUM
₹88.88 Cr
₹34.29 Cr
Alpha – 1 Year
10.54%
5.23%
Alpha – 3 Years
0.70%
0.21%
Information Ratio – 3 Years
0.00
0.17
Volatility – 1 Year
15.04%
24.84%
Volatility – 3 Years
14.30%
21.42%
Beta – 1 Year
0.87
1.25
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
0.37
0.21
Sharpe Ratio – 3 Years
0.35
0.49
Worst Rolling Year
4.17%
7.11%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−20.16%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 5% · M 7% · S 69%
Number of Stocks
37
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%