Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
7.67%
6 Months
10.15%
27.70%
1 Year
12.93%
47.52%
3 Years
12.10%
23.98%
5 Years
10.60%
15.87%
Since Inception
13.10%
18.55%
Fund Age
10 yrs 8 mo
16 yrs 2 mo
AUM
₹49.28 Cr
₹1,022.92 Cr
Alpha – 1 Year
8.21%
42.80%
Alpha – 3 Years
0.00%
11.89%
Information Ratio – 3 Years
0.10
1.12
Volatility – 1 Year
16.76%
28.29%
Volatility – 3 Years
17.14%
20.76%
Beta – 1 Year
0.93
1.36
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.49
1.33
Sharpe Ratio – 3 Years
0.45
0.99
Worst Rolling Year
-3.09%
-4.58%
Value at Worst Rolling Year
₹0.97 Cr
₹0.95 Cr
Deepest Drawdown
−23.63%
−19.51%
Recovery Period
549 days
115 days
1-Year Rolling Windows Positive
93.47%
97.86%
Median Rolling Year
15.06%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 21% · S 22%
L 22% · M 32% · S 42%
Number of Stocks
82
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%