Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
5.61%
13.10%
1 Year
10.19%
18.11%
3 Years
9.70%
14.56%
5 Years
7.80%
8.71%
Since Inception
13.10%
13.67%
Fund Age
14 yrs 11 mo
11 yrs 2 mo
AUM
₹88.88 Cr
₹138.06 Cr
Alpha – 1 Year
10.54%
18.46%
Alpha – 3 Years
0.70%
5.57%
Information Ratio – 3 Years
0.00
0.62
Volatility – 1 Year
15.04%
22.83%
Volatility – 3 Years
14.30%
16.72%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.37
0.61
Sharpe Ratio – 3 Years
0.35
0.55
Worst Rolling Year
4.17%
-8.44%
Value at Worst Rolling Year
₹1.04 Cr
₹0.92 Cr
Deepest Drawdown
−20.16%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.53%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 38% · M 14% · S 45%
Number of Stocks
37
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%