Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Invesco - Challengers
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%
1.41%
6 Months
10.15%
13.18%
1 Year
12.93%
2.91%
3 Years
12.10%
14.27%
5 Years
10.60%
—
Since Inception
13.10%
11.83%
Fund Age
10 yrs 8 mo
4 yrs 11 mo
AUM
₹49.28 Cr
₹31.01 Cr
Alpha – 1 Year
8.21%
−1.81%
Alpha – 3 Years
0.00%
2.18%
Information Ratio – 3 Years
0.10
0.24
Volatility – 1 Year
16.76%
18.67%
Volatility – 3 Years
17.14%
17.11%
Beta – 1 Year
0.93
0.97
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.49
-0.04
Sharpe Ratio – 3 Years
0.45
0.56
Worst Rolling Year
-3.09%
12.64%
Value at Worst Rolling Year
₹0.97 Cr
₹1.13 Cr
Deepest Drawdown
−23.63%
−24.73%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 37% · M 30% · S 33%
Number of Stocks
82
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—