Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.35%
10.15%
6 Months
5.61%
31.39%
1 Year
10.19%
26.01%
3 Years
9.70%
19.28%
5 Years
7.80%
23.67%
Since Inception
13.10%
28.23%
Fund Age
14 yrs 11 mo
5 yrs 4 mo
AUM
₹88.88 Cr
₹483.07 Cr
Alpha – 1 Year
10.54%
21.29%
Alpha – 3 Years
0.70%
7.19%
Information Ratio – 3 Years
0.00
0.38
Volatility – 1 Year
15.04%
27.77%
Volatility – 3 Years
14.30%
26.19%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.96
1.20
Sharpe Ratio – 1 Year
0.37
0.78
Sharpe Ratio – 3 Years
0.35
0.61
Worst Rolling Year
4.17%
19.29%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−20.16%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 12% · M 6% · S 81%
Number of Stocks
37
63
Portfolio P/E
—
62.66
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%
—
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%