AccuraCap Alpha10 Portfolio


Key Portfolio Attributes

Dr. Naresh Gupta
Mr. Raman Nagpal

Inception Date: 19 September 2011

Number of Stocks: 13-15

CEO: Dr Naresh Gupta

Co-Founder & CIO: Mr Raman Nagpal

Portfolio Manager’s Experience: Dr. Naresh Chand: Total Exp – 29 Years Raman Nagpal: Total Exp – 24 Years. Founded AccuraCap in 2009

Portfolio Manager’s Qualification: Dr. Naresh: Computer Scientist, and a prolific Researcher, Gold medalist from IIT-Kanpur and a Ph.D. from the University of Maryland. Raman Nagpal: Bachelor’s in Computer Science from Delhi Institute of Technology, Master’s in Computer Science from BITS Pilani. Master’s in International Business and CFA, Certified Corporate Director from INSEAD Business School.

Investment Objective

To invest in a diversified portfolio of only high-quality companies in Large Cap.

Portfolio Strategy

Selection is based on fundamental and technical parameters using a proprietary artificial intelligence-based algorithm developed over 10 years. Investment Universe is Top 100 companies as per market capitalization.

For the stocks finally selected in the portfolio, comprehensive valuation analysis is done on return metrics like long term earnings trend and strength of balance sheet, risk metrics like promoter level risk, business growth risk, solvency, and liquidity risk. Low churn is followed with an average holding period of 2 years. No short-term investments, derivatives or leverage and no participation in IPOs, and PSU stocks.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.9%-3.6%-3.4%2.6%20.2%10.7%10.3%16.4%13.9%
BSE100-3.9%-0.9%-2.5%6.7%32.0%11.9%11.2%13.1%11.7%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICIBANK 9.45
SRF 8.58
MPHASIS 6.15
HDFCBANK 6.05
HAVELLS 5.97
Top 5 Equity Holdings 36.19

Sector Allocation


Holding %
Pharmaceuticals 7.85
Industrials 13.70
Technology 17.03
Consumer 27.62
Financials 28.88

Market Cap Allocation


Allocations %
Large Cap 100.0
Mid Cap 0.0
Small Cap 0.0
Cash 0.0


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 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Apr 22.




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Do Not Simply Invest, Make Informed Decisions