Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
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
4.50%
7.03%
6 Months
20.10%
31.10%
1 Year
15.30%
52.47%
3 Years
16.40%
17.74%
5 Years
14.80%
16.38%
Since Inception
22.20%
15.58%
Fund Age
14 yrs 10 mo
16 yrs 9 mo
AUM
₹454.6 Cr
₹132.42 Cr
Alpha – 1 Year
10.60%
47.75%
Alpha – 3 Years
4.30%
5.65%
Information Ratio – 3 Years
0.46
0.46
Volatility – 1 Year
22.61%
26.74%
Volatility – 3 Years
21.60%
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
0.50
1.52
Sharpe Ratio – 3 Years
0.56
0.68
Worst Rolling Year
-9.11%
-15.93%
Value at Worst Rolling Year
₹0.91 Cr
₹0.84 Cr
Deepest Drawdown
−24.77%
−20.79%
Recovery Period
487 days
134 days
1-Year Rolling Windows Positive
95.79%
89.14%
Median Rolling Year
24.63%
15.32%
5-Year Rolling Windows Positive
99.16%
96.48%
Market-Cap Mix
L 1% · M 29% · S 69%
M 9% · S 83%
Number of Stocks
222
26
Portfolio P/E
—
31.63
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
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 · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%