Premium Access PMS

Alphagen

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Accuracap
Fund Managers Raman Nagpal
Benchmark BSE 500 TRI
Share: f x in w

About Company

Accuracap

Accuracap (officially Accuracap Consultancy Services Pvt. Ltd.) is a boutique, technology-driven asset management firm based in India that specializes in quantitative equity investment strategies. 
Founded in 2009 by veteran computer scientists Dr. Naresh Gupta and Raman Nagpal, the firm originally served as a family office to manage proprietary wealth using custom algorithms. It transitioned into managing third-party funds for high-net-worth individuals (HNIs) and institutional investors in 2011. 

Accuracap ALPHAGEN Fund

Fund Snapshot

Type LongOnly
Market MultiCap Companies
Inception Date December 31, 2015
Total AUM RS 64.0 Crores
Investment Universe By Market Cap Top 700 Companies
Portfolio Size 30–50 Stocks
Potential Upside Moderate
Volatility Low-Medium

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

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TOP 5 HOLDINGS

 

MUTHOOT FINANCE 4.6%
BHARTI AIRTEL 4.5%
TECHM 4.3%
ICICIGI 4.0%
ICICI BANK 3.8%

 

TOP 5 CONTRIBUTING SECTORS

 

Financials 45.2%
Industrials 14.3%
Technology 9.0%
Consumer Cyclical 8.0%
Communication 7.1%

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

 

2016 2%
2017 59%
2018 -16%
2019 4%
2020 27%
2021 30%
2022 -7%
2023 34%
2024 21%
2025 -4%

 

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

 

ALPHAGEN S&P BSE 500 TRI
MTD 5.2% 3.7%
2025 YTD -3.7% 5.9%
Since Inception 241% 292%

 

RISK ANALYSIS

 

ALPHAGEN S&P BSE 500 TRI
Excess Return 8% 9%
Standard Deviation 18% 17%
Sortino Ratio 0.58 0.75
Sharpe Ratio 0.42 0.53
% Positive Months 64% 64%

 

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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
Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Alphagen

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Accuracap Consultancy Services Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹42.78 -8.98 -10.55 -6.52 -0.54 0.65 13.35 8.16 10.39 11.44
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 11.75 12.67
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Raman Nagpal

Raman Nagpal

Raman Nagpal is very well known for his technological and finance background. He is also the founder and inventor of various technologies and new businesses. His passion and experience towards investing are reflected in his investment philosophies. Before inventing Accuracap, he worked with Adobe for around 13 years.   Looking over his educational qualifications, he has completed his bachelor’s degree in Computer Science from the Delhi Institute Of Technology. After graduation, he completed his master’s in the same field.   Having an intense experience of investing, he has done successful investing for various global and startup businesses. One would be amazed to know that he is a certified Corporate Director from instead business school.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the investment approach of the AccuraCap ALPHAGEN Fund? +

The fund follows a multicap long-only strategy that invests across large, mid, and small-cap companies. It combines business fundamentals, valuation analysis, and stock momentum through a proprietary ranking algorithm to build a diversified portfolio.

2. What type of investors is the ALPHAGEN Fund suitable for? +

The strategy is suitable for investors seeking diversified equity exposure with moderate growth potential and relatively controlled volatility over the long term.

3. How does the fund select stocks for the portfolio? +

The investment process uses a data-driven ranking model that evaluates earnings quality, cash flows, balance sheet strength, corporate governance, valuation, and stock price momentum before constructing the portfolio.

4. How is risk managed within the ALPHAGEN strategy? +

Risk is managed through diversification across sectors and market caps, along with detailed analysis of promoter quality, solvency, liquidity, and business fundamentals. The portfolio is also rebalanced regularly based on changing stock rankings.

5. What differentiates the ALPHAGEN Fund from traditional multicap strategies? +

Accuracap Consultancy Services Pvt. Ltd. combines quantitative algorithms with deep fundamental research to create a disciplined and systematic investment process rather than relying on emotional or trend-based investing.

Section: Contact Us
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