Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
10.15%
24.02%
1 Year
12.93%
36.06%
3 Years
12.10%
24.43%
5 Years
10.60%
16.10%
Since Inception
13.10%
15.98%
Fund Age
10 yrs 8 mo
14 yrs 10 mo
AUM
₹49.28 Cr
₹214.08 Cr
Alpha – 1 Year
8.21%
31.34%
Alpha – 3 Years
0.00%
12.34%
Information Ratio – 3 Years
0.10
1.07
Volatility – 1 Year
16.76%
26.85%
Volatility – 3 Years
17.14%
19.70%
Beta – 1 Year
0.93
1.34
Beta – 3 Years
1.02
1.03
Sharpe Ratio – 1 Year
0.49
1.08
Sharpe Ratio – 3 Years
0.45
0.96
Worst Rolling Year
-3.09%
-9.81%
Value at Worst Rolling Year
₹0.97 Cr
₹0.90 Cr
Deepest Drawdown
−23.63%
−18.65%
Recovery Period
549 days
63 days
1-Year Rolling Windows Positive
93.47%
90.43%
Median Rolling Year
15.06%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 21% · S 22%
L 40% · M 33% · S 24%
Number of Stocks
82
31
Portfolio P/E
—
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%