Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
1.17%
6 Months
10.15%
3.92%
1 Year
12.93%
9.29%
3 Years
12.10%
14.80%
5 Years
10.60%
9.78%
Since Inception
13.10%
14.35%
Fund Age
10 yrs 8 mo
5 yrs 5 mo
AUM
₹49.28 Cr
₹95.56 Cr
Alpha – 1 Year
8.21%
9.72%
Alpha – 3 Years
0.00%
6.23%
Information Ratio – 3 Years
0.10
0.76
Volatility – 1 Year
16.76%
16.82%
Volatility – 3 Years
17.14%
15.81%
Beta – 1 Year
0.93
1.02
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.49
0.29
Sharpe Ratio – 3 Years
0.45
0.61
Worst Rolling Year
-3.09%
5.26%
Value at Worst Rolling Year
₹0.97 Cr
₹1.05 Cr
Deepest Drawdown
−23.63%
−20.60%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 21% · S 22%
L 55% · M 33% · S 10%
Number of Stocks
82
59
Portfolio P/E
—
34.30
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%