Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
5.61%
31.10%
1 Year
10.19%
52.47%
3 Years
9.70%
17.74%
5 Years
7.80%
16.38%
Since Inception
13.10%
15.58%
Fund Age
14 yrs 11 mo
16 yrs 9 mo
AUM
₹88.88 Cr
₹132.42 Cr
Alpha – 1 Year
10.54%
47.75%
Alpha – 3 Years
0.70%
5.65%
Information Ratio – 3 Years
0.00
0.46
Volatility – 1 Year
15.04%
26.74%
Volatility – 3 Years
14.30%
21.32%
Beta – 1 Year
0.87
1.30
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
0.37
1.52
Sharpe Ratio – 3 Years
0.35
0.68
Worst Rolling Year
4.17%
-15.93%
Value at Worst Rolling Year
₹1.04 Cr
₹0.84 Cr
Deepest Drawdown
−20.16%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
13.53%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 86% · M 13% · S 0%
M 9% · S 83%
Number of Stocks
37
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%