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Accuracap Alphagen PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Accuracap Alphagen PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 1.37%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Accuracap Alphagen PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alphagen

Start Date

31 December 2015

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.72.71 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Dr. Raman Nagpal

1 Yr. Return

1.37%

3 Yr. Return

11.91%

5 Yr. Return

19.28%

Accuracap Alphagen Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

21.01%

Top 5 Sectors%

71.46%

Portfolio Age

9 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Accuracap Alphagen PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Accuracap Alphagen PMS Investment Approach - Portfolio Composition

Large Cap

51.98%

Mid Cap

26.90%

Small Cap

18.70%

Cash & Equivalent

0.00%

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Accuracap Alphagen Portfolio Strategy - Top 5 Sectors

Financial Services

29.19%

Healthcare

15.39%

Information Technology

8.37%

Fast Moving Consumer Goods

10.74%

Capital Goods

7.77%

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