Accuracap

Accuracap Alphagen PMS


Key Portfolio Attributes

Dr. Naresh Gupta

Inception Date: 31 December 2015

Number of Stocks: 30-40

CEO: Dr Naresh Gupta

Portfolio Manager’s Experience: Dr. Naresh Gupta: Total Exp – 29 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.

Investment Objective

Own diversified portfolio of 12 – 35 high-quality Companies with Intelligent Ranking Algorithm / Strong focus on Business Fundamentals/Risk Management

Investment Process

Investment Philosophy

Portfolio Strategy

Invest in Multicap, where stock selection using Artificial Intelligence. The focus is on business fundamentals, a blend of growth & risk control. The average holding is for 2 yrs and the portfolio is rebalanced once a year. This avoids the Public sector & IPOs.

• Low Churn – average holding period is 2 years
• Mostly Fully Invested. No attempt to time the Market
• Tax efficient Investing – All gains are Long Term Capital Gains
• Portfolio is rebalanced on a pre-defined Schedule and usually once a year
• Stock exits the portfolio if the rank is below cut-off on the rebalance date
• Exiting Stock is replaced by the new high ranked stock while keeping number of stocks in portfolio constant

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
AccuraCap Alphagen-0.20%-3.90%6.40%-11.20%11.60%14.50%16.30%-12.90%
BSE 500 TRI1.20%-3.20%7.20%-5.50%15.50%16.10%20.70%-14.70%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 47.34
Mid Cap 32.03
Small Cap 20.46
Cash 0.18

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 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Aug 25.


Do Not Simply Invest, Make Informed Decisions

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