To invest in a diversified portfolio of only high-quality companies in Mid Cap.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-1.92% | 0.76 | 14.63% | 67.52% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
AccuraCap PicoPower | -0.20% | -3.00% | 14.40% | 33.30% | 34.60% | 21.30% | 34.20% | 19.40% | 24.60% |
BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 14.00% | 15.60% |
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 PicoPower | Small Cap | Dr. Naresh Chand Gupta and Raman Nagpal | 10 October 2011 | 13Y 2M | 612.89 | BSE 500 TRI | 24.60% | 20-25 | 5 |
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 | 8.65% | 9.63% | 67.52% | 18.28% | 0.75 | 14.63% | 2.83 | 12.40% | 0.82 | 59.87 % |
Nifty 500 | 0.41% | 9.68% | 10.09% | 0.84 | 10.93% | 0.85 | 58.60 % | |||
Nifty Midcap 100 | -10.36% | 11.17% | 0.81% | 0.76 | 7.72% | 0.68 | 54.14 % | |||
Nifty Smallcap 100 | -15.19% | 13.27% | -1.92% | 0.76 | 10.99% | 0.92 | 58.60 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
ANANTRAJ | 3.87 |
CAPLIPOINT | 3.76 |
MOTILALOFS | 3.75 |
NEULANDLAB | 3.28 |
AJANTPHARM | 3.07 |
Sector Allocation
Holding | % |
---|---|
Industrials | 32.00 |
Financials | 17.00 |
Pharmaceuticals | 15.00 |
Technology | 9.00 |
Consumer Cyclical | 8.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.00 |
Mid Cap | 20.24 |
Small Cap | 78.74 |
Cash | 1.02 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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.