Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
7.67%
6 Months
5.61%
27.70%
1 Year
10.19%
47.52%
3 Years
9.70%
23.98%
5 Years
7.80%
15.87%
Since Inception
13.10%
18.55%
Fund Age
14 yrs 11 mo
16 yrs 2 mo
AUM
₹88.88 Cr
₹1,022.92 Cr
Alpha – 1 Year
10.54%
42.80%
Alpha – 3 Years
0.70%
11.89%
Information Ratio – 3 Years
0.00
1.12
Volatility – 1 Year
15.04%
28.29%
Volatility – 3 Years
14.30%
20.76%
Beta – 1 Year
0.87
1.36
Beta – 3 Years
0.96
1.07
Sharpe Ratio – 1 Year
0.37
1.33
Sharpe Ratio – 3 Years
0.35
0.99
Worst Rolling Year
4.17%
-4.58%
Value at Worst Rolling Year
₹1.04 Cr
₹0.95 Cr
Deepest Drawdown
−20.16%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
13.53%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 22% · M 32% · S 42%
Number of Stocks
37
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%