To invest in a diversified portfolio of only high-quality companies in Large Cap.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -10.98% | 0.83 | 12.18% | 64.56% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| AccuraCap Alpha10 | -1.20% | -5.30% | 4.30% | 14.80% | 15.10% | 12.10% | 14.00% | 12.40% | 14.40% |
| Nifty 50 TRI | -0.30% | -4.20% | 7.80% | 21.30% | 14.70% | 13.80% | 16.20% | 12.20% | 13.90% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| AccuraCap Alpha10 | Large Cap | Dr. Naresh Chand Gupta and Raman Nagpal | 19 September 2011 | 13Y 2M | 228.57 | Nifty 50 TRI | 14.40% | 13-15 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 4.67% | -7.47% | 64.56% | -2.80% | 0.89 | 12.18% | 1.67 | 2.12% | 0.27 | 55.70 % |
| Nifty 500 | -0.70% | -10.28% | -10.98% | 0.83 | 0.80% | 0.10 | 52.53 % | |||
| Nifty Midcap 100 | -9.66% | -10.61% | -20.27% | 0.61 | -2.09% | -0.17 | 46.84 % | |||
| Nifty Smallcap 100 | -10.38% | -12.61% | -22.99% | 0.39 | 0.92% | 0.05 | 46.84 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 74.98 |
| Mid Cap | 24.43 |
| Small Cap | 0.00 |
| Cash | 0.59 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of AccuraCap PMS
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Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
