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
AccuraCap Alphagen2.50%8.40%22.00%40.30%30.00%17.10%21.70%-16.10%
BSE 500 TRI2.10%7.60%20.20%41.10%28.70%18.40%22.40%17.22%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
VBL 5.30
BHARTIARTL 4.65
MARUTI 4.17
LT 4.15
RELIANCE 3.79

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 35.71
Mid Cap 21.08
Small Cap 42.81
Cash 0.40

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 30 Sep 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Jun 24.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

This will close in 0 seconds

This will close in 0 seconds