Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
0.25%
6 Months
10.15%
15.19%
1 Year
12.93%
3.21%
3 Years
12.10%
19.65%
5 Years
10.60%
—
Since Inception
13.10%
25.09%
Fund Age
10 yrs 8 mo
3 yrs 5 mo
AUM
₹49.28 Cr
₹4,148.34 Cr
Alpha – 1 Year
8.21%
0.23%
Alpha – 3 Years
0.00%
7.77%
Information Ratio – 3 Years
0.10
0.62
Volatility – 1 Year
16.76%
21.54%
Volatility – 3 Years
17.14%
22.15%
Beta – 1 Year
0.93
1.06
Beta – 3 Years
1.02
1.15
Sharpe Ratio – 1 Year
0.49
-0.01
Sharpe Ratio – 3 Years
0.45
0.68
Worst Rolling Year
-3.09%
19.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−23.63%
−27.91%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 26% · M 35% · S 37%
Number of Stocks
82
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%