Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Aequitas - India Opportunities Product
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Aequitas - India Opportunities Product
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
5.66%
6 Months
27.61%
−5.56%
1 Year
16.90%
34.70%
3 Years
25.00%
27.41%
5 Years
21.60%
32.51%
Since Inception
24.00%
32.15%
Fund Age
9 yrs 8 mo
13 yrs 6 mo
AUM
₹20.03 Cr
₹2,318.72 Cr
Alpha – 1 Year
12.18%
35.05%
Alpha – 3 Years
12.90%
18.41%
Information Ratio – 3 Years
0.89
1.03
Volatility – 1 Year
24.67%
21.67%
Volatility – 3 Years
25.07%
15.53%
Beta – 1 Year
1.19
0.28
Beta – 3 Years
1.24
0.35
Sharpe Ratio – 1 Year
0.53
1.24
Sharpe Ratio – 3 Years
0.81
1.31
Worst Rolling Year
-7.27%
-17.36%
Value at Worst Rolling Year
₹0.93 Cr
₹0.83 Cr
Deepest Drawdown
−21.64%
−21.72%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
88.36%
Median Rolling Year
28.55%
37.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 4% · M 6% · S 13%
Number of Stocks
118
9
Portfolio P/E
—
14.68
Top 5 Holdings
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%