Book A Meeting
+91 95616 10108
WhatsApp Us
Book A Meeting
AccuraCap PicoPower Fund
Fund Snapshot
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Portfolio Philosophy Based on Deep Science
Objective
- Own diversified portfolio of typically 12–35 high-quality Companies
Intelligent Ranking Algorithm
- Stock Selection Based on Proprietary Ranking Algorithm
- Back Tested from 1999 and deployed in markets since 2009
- Blend Business Growth, Stock Value, and Stock Price Momentum while Controlling Risk
- Comprehensive Valuation Analysis
Strong focus on Business Fundamentals
- Long Term Earnings trend
- Strength of Balance Sheet
Risk Management
- Promoter Risk
- Business Growth Risk
- Solvency and Liquidity Risk
Investment Philosophy & Process
Let AltPort Simplify Your Investment Journey. Give us a call today!
TOP 5 HOLDINGS
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TOP 5 CONTRIBUTING SECTORS
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment Process
Stage 1 – Reported Earnings
- Filtering
- Scrubbing
- Quality of Earnings Analysis
- Corporate Governance
Stage 2 – Core Earnings and Balance Sheet
- Spatio-Temporal Ranking
- Large set of data points
Stage 3 – Ranked Universe
- Portfolio Construction
Disciplined Approach to Portfolio Management
- Mostly Fully Invested. No attempt to time the Market
- Portfolio isrebalanced on the basis of stock rankings
- Low-ranked stocks exit the portfolio and are replaced by High ranked stocks.
NET ANNUAL RETURNS
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Factors For Ranking
Growth
- Revenue, Core Earnings and Cash Flows
- 20 Quarters Trend Analysis
- Adjusted for Seasonality
Core Strengths & Risks
- Trend Analysis of Margin and Return on Capital Employed
- Strength of Balance Sheet, Solvency, Liquidity
- Return on Marginal Invested Dollar
- Stock Price Momentum over Short / Mid / Long Term
Valuation Relative To
- Universe
- Peers
- History
PERFORMANCE
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RISK ANALYSIS
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Real Investors. Real Returns. Real Confidence. Drop a mail and enquire!
Accuracap Consultancy Services Pvt. Ltd.
Company
- Started as Family Office in 2009. Managing Public Funds since 2011
Products
- Diversified Long Only PMS. Four focused Schemes – Large, Mid & Small, Micro and multi-cap
- Stock selection based on fundamental and technical parameters using a proprietary algorithm developed over 10 years
Performance
- Schemes have outperformed the benchmark and most comparable funds over many periods
- Accuracap PicoPower among the top 10 performers in the Equity category over last 10 years
Pedigree
- Founders & Senior Management – Renowned Business Executives and Eminent Computer Scientists
- Leadership Experience – Part of Global Executive Leadership team and managed large Businesses at Adobe—a Fortune 500 company – for two decades
