A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Accuracap - Alpha10
Fund Summary
Category
LARGE CAP
AUM (₹ cr)
181.54
Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% Hurdle
Benchmark
Nifty 50 TRI
Portfolio Age
13 years, 5 months
Trailing Returns
Portfolio Manager
Dr. Raman Nagpal
Profile
A Computer Scientist, Serial Entrepreneur and Business Executive. Raman has a deep background in technology and finance. He has been the inventor and founder of several technologies and new businesses in the area of adaptive learning engines, spurious drug detection system and application of data analytics in stock markets. Before pursuing investment fulltime, he was at Adobe Systems for 13 years where he was running a $200 Million global business. Raman holds a Bachelor in Computer Science from Delhi Institute of Technology and a Masters in Computer Science from BITS Pilani. He also earned a Masters in International Business and is a Chartered Financial Analyst. He is a certified Corporate Director from Insead Business School. He has over 20 years of experience of investing in Indian markets and running global businesses – large enterprise as well as his own start-ups.
Detailed Portfolio
Allocation by Market Cap
Large Cap76.27%
Mid Cap22.2%
Small Cap0.01%
Sector Holdings
Automobile and Auto Components
7.74%
Fast Moving Consumer Goods
9.18%
Financials Services
22.99%
Health Care
19.56%
Information Technology
9.72%
Telecommunication
6.25%
Stock Holdings
Bharti Airtel Ltd.
6.25%
HCL Technologies Ltd
6.59%
Lupin Ltd
4.92%
Sun Pharmaceutical Industries Ltd.
6.3%
VBL
4.2%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter.