Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
10.15%
6.20%
1 Year
12.93%
9.45%
3 Years
12.10%
11.74%
5 Years
10.60%
—
Since Inception
13.10%
12.77%
Fund Age
10 yrs 8 mo
3 yrs 7 mo
AUM
₹49.28 Cr
₹223.43 Cr
Alpha – 1 Year
8.21%
9.88%
Alpha – 3 Years
0.00%
3.17%
Information Ratio – 3 Years
0.10
0.40
Volatility – 1 Year
16.76%
16.24%
Volatility – 3 Years
17.14%
16.22%
Beta – 1 Year
0.93
0.89
Beta – 3 Years
1.02
1.02
Sharpe Ratio – 1 Year
0.49
0.30
Sharpe Ratio – 3 Years
0.45
0.44
Worst Rolling Year
-3.09%
11.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.11 Cr
Deepest Drawdown
−23.63%
−24.20%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 45% · M 31% · S 19%
Number of Stocks
82
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%