ACCURACAP Alphagen PMS

ACCURACAP Alphagen PMS

Key Attributes

Inception Date: 31 December 2015

Number of Stocks: 30-40

Fund Manager Name: Dr Naresh Chand Gupta & Mr Raman Nagpal.

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

Fund Manager 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

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

Don’t Just Invest. Make an Informed Decision.