Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
0.40%
6 Months
10.15%
4.60%
1 Year
12.93%
−5.85%
3 Years
12.10%
5.64%
5 Years
10.60%
—
Since Inception
13.10%
−0.46%
Fund Age
10 yrs 8 mo
4 yrs 7 mo
AUM
₹49.28 Cr
₹87.75 Cr
Alpha – 1 Year
8.21%
−8.83%
Alpha – 3 Years
0.00%
−6.25%
Information Ratio – 3 Years
0.10
-0.73
Volatility – 1 Year
16.76%
16.46%
Volatility – 3 Years
17.14%
15.18%
Beta – 1 Year
0.93
0.88
Beta – 3 Years
1.02
0.84
Sharpe Ratio – 1 Year
0.49
-0.62
Sharpe Ratio – 3 Years
0.45
0.08
Worst Rolling Year
-3.09%
-2.49%
Value at Worst Rolling Year
₹0.97 Cr
₹0.98 Cr
Deepest Drawdown
−23.63%
−20.88%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
87.97%
Median Rolling Year
15.06%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
M 4% · S 79%
Number of Stocks
82
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%