Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Ckredence-Business Cycle Fund
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%
2.97%
6 Months
10.15%
18.69%
1 Year
12.93%
17.43%
3 Years
12.10%
—
5 Years
10.60%
—
Since Inception
13.10%
17.76%
Fund Age
10 yrs 8 mo
2 yrs 9 mo
AUM
₹49.28 Cr
₹197.55 Cr
Alpha – 1 Year
8.21%
17.78%
Alpha – 3 Years
0.00%
—
Information Ratio – 3 Years
0.10
—
Volatility – 1 Year
16.76%
20.32%
Volatility – 3 Years
17.14%
—
Beta – 1 Year
0.93
1.06
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.49
0.63
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
-3.09%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−23.63%
−15.36%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
—
Median Rolling Year
15.06%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 18% · M 24% · S 51%
Number of Stocks
82
35
Portfolio P/E
—
35.70
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%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%