Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
IFM Alphaedge Growth 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%
1.32%
6 Months
10.15%
7.54%
1 Year
12.93%
8.20%
3 Years
12.10%
—
5 Years
10.60%
—
Since Inception
13.10%
2.83%
Fund Age
10 yrs 8 mo
14 mo
AUM
₹49.28 Cr
₹18.5 Cr
Alpha – 1 Year
8.21%
3.48%
Alpha – 3 Years
0.00%
—
Information Ratio – 3 Years
0.10
—
Volatility – 1 Year
16.76%
18.53%
Volatility – 3 Years
17.14%
—
Beta – 1 Year
0.93
1.05
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.49
0.23
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
-3.09%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−23.63%
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
82
15
Portfolio P/E
—
—
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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