Accuracap Picopower PMS Portfolio


Key Portfolio Attributes

Dr. Naresh Gupta
Mr. Raman Nagpal

Inception Date: 10 October 2011

Number of Stocks: 25-35

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 Mid 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 101 to 500 companies as per market capitalization.

For stocks finally selected in the portfolio, comprehensive valuation analysis is done on return metrics like long term earnings trend and other financial strength of balance sheet, as well as 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
Portfolio3.4%4.8%3.1%-0.6%37.5%36.6%14.3%24.1%23.4%
BSE SmallCap5.9%8.6%7.5%6.4%41.4%31.7%12.4%15.8%13.9%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
SCHAEFFLER 3.19
TIMKEN 3.12
SKFINDIA 3.07
APLAPOLLO 2.97
KEI 2.94
Top 5 Equity Holdings 15.29

Sector Allocation


Holding %
Automobile 6.79
Financials 7.41
Technology 10.93
Consumer 27.55
Industrials 39.02

Market Cap Allocation


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


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of AccuraCap PMS

What to expect from Accuracap Pico Power PMS?

Accuracap Pico Power – Ranked as the country’s #1 Performing PMS over past 10 years across all categories in the SmartMoney Manager Award 2022 by PMS AIF World, Pico is a unique, best-of-class, long-only equity PMS in midcap/smallcap space. It is perhaps the only PMS in its category to have consistently beaten the Benchmark and most peer funds across cycles over a very long period. Pico Power is based on systematic model of investment that uses Fundamentals, Valuations and Technicals.

Accuracap deploys a unique ranking algorithm that conducts extensive “Spatio-temporal” analysis of every business in their investment universe, by comparing it against every other business over space and time. Going by its stellar, decade long track record, one should expect long term outperformance relative to Market Benchmark as well as peers.

Who should invest in Accuracap Pico Power PMS?

Investors who are looking to take exposure to mid-cap/small-cap with a view to enjoy superior long-term returns expected from high-quality, growth-oriented mid-cap and small-cap opportunities that continue to expand in India. These businesses tend to give larger returns than largecaps but also come with a little more volatility. So investors need to have a long term invest horizon of 3 years or higher and must have some appetite for volatility in the short-term.

Which is the best company through which an investor can invest in Accuracap Picopower PMS Portfolio?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Aug 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 Jun 22.




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