Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
1.73%
6 Months
10.15%
2.87%
1 Year
12.93%
8.13%
3 Years
12.10%
16.18%
5 Years
10.60%
18.39%
Since Inception
13.10%
20.76%
Fund Age
10 yrs 8 mo
10 yrs
AUM
₹49.28 Cr
₹12,257.23 Cr
Alpha – 1 Year
8.21%
5.15%
Alpha – 3 Years
0.00%
4.29%
Information Ratio – 3 Years
0.10
0.41
Volatility – 1 Year
16.76%
17.45%
Volatility – 3 Years
17.14%
14.35%
Beta – 1 Year
0.93
0.98
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.49
0.22
Sharpe Ratio – 3 Years
0.45
0.68
Worst Rolling Year
-3.09%
-5.58%
Value at Worst Rolling Year
₹0.97 Cr
₹0.94 Cr
Deepest Drawdown
−23.63%
−13.15%
Recovery Period
549 days
92 days
1-Year Rolling Windows Positive
93.47%
87.09%
Median Rolling Year
15.06%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 21% · S 22%
L 55% · M 21% · S 12%
Number of Stocks
82
40
Portfolio P/E
—
24.82
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%