Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
−0.46%
6 Months
10.15%
6.77%
1 Year
12.93%
7.38%
3 Years
12.10%
9.03%
5 Years
10.60%
—
Since Inception
13.10%
10.29%
Fund Age
10 yrs 8 mo
4 yrs 2 mo
AUM
₹49.28 Cr
₹9.69 Cr
Alpha – 1 Year
8.21%
7.73%
Alpha – 3 Years
0.00%
0.04%
Information Ratio – 3 Years
0.10
0.09
Volatility – 1 Year
16.76%
17.08%
Volatility – 3 Years
17.14%
16.18%
Beta – 1 Year
0.93
0.95
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.49
0.20
Sharpe Ratio – 3 Years
0.45
0.33
Worst Rolling Year
-3.09%
7.39%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−23.63%
−24.88%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 41% · M 53%
Number of Stocks
82
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –