Portfolio Management Services (PMS)Compare Schemes
Accelt Long Term Equity Fund vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
Accelt Long Term Equity Fund
Dynamic Equities-Bluechip
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
11.32%
7.20%
6 Months
31.05%
17.44%
1 Year
33.64%
18.10%
3 Years
—
—
5 Years
—
—
Since Inception
18.43%
21.12%
Fund Age
1 yr 11 mo
2 yrs 5 mo
AUM
₹12.55 Cr
₹83.78 Cr
Alpha – 1 Year
28.92%
18.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.86%
19.94%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
0.87
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.25
0.66
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
24
Portfolio P/E
—
53.08
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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