Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Tcg India Investment 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%
4.64%
6 Months
5.61%
20.32%
1 Year
10.19%
29.93%
3 Years
9.70%
—
5 Years
7.80%
—
Since Inception
13.10%
15.24%
Fund Age
14 yrs 11 mo
1 yr 9 mo
AUM
₹88.88 Cr
₹3.17 Cr
Alpha – 1 Year
10.54%
25.21%
Alpha – 3 Years
0.70%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
15.04%
24.54%
Volatility – 3 Years
14.30%
—
Beta – 1 Year
0.87
1.19
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.37
0.97
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
4.17%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−20.16%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.53%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 28% · M 19% · S 50%
Number of Stocks
37
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –