Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
10.15%
31.10%
1 Year
12.93%
52.47%
3 Years
12.10%
17.74%
5 Years
10.60%
16.38%
Since Inception
13.10%
15.58%
Fund Age
10 yrs 8 mo
16 yrs 9 mo
AUM
₹49.28 Cr
₹132.42 Cr
Alpha – 1 Year
8.21%
47.75%
Alpha – 3 Years
0.00%
5.65%
Information Ratio – 3 Years
0.10
0.46
Volatility – 1 Year
16.76%
26.74%
Volatility – 3 Years
17.14%
21.32%
Beta – 1 Year
0.93
1.30
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.49
1.52
Sharpe Ratio – 3 Years
0.45
0.68
Worst Rolling Year
-3.09%
-15.93%
Value at Worst Rolling Year
₹0.97 Cr
₹0.84 Cr
Deepest Drawdown
−23.63%
−20.79%
Recovery Period
549 days
134 days
1-Year Rolling Windows Positive
93.47%
89.14%
Median Rolling Year
15.06%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 57% · M 21% · S 22%
M 9% · S 83%
Number of Stocks
82
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%