Accuracap Alphagen PMS


Key Portfolio Attributes

Dr. Naresh Gupta
Mr. Raman Nagpal

Inception Date: 31 December 2015

Number of Stocks: 30-40

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

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
Portfolio-5.4%-2.3%-5.2%3.8%29.9%14.4%9.0%-12.2%
BSE 500-4.5%-1.1%-3.3%6.9%34.6%13.2%11.2%-12.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICIBANK 4.47
SRF 4.02
MPHASIS 2.82
CIPLA 2.81
HAVELLS 2.76
Top 5 Equity Holdings 16.88

Sector Allocation


Holding %
Pharmaceuticals 6.17
Financials 15.05
Technology 15.83
Industrials 20.31
Consumer 27.26

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash


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