Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
−1.54%
6 Months
27.61%
−5.38%
1 Year
16.90%
−6.70%
3 Years
25.00%
7.98%
5 Years
21.60%
—
Since Inception
24.00%
7.98%
Fund Age
9 yrs 8 mo
2 yrs 11 mo
AUM
₹20.03 Cr
₹7.31 Cr
Alpha – 1 Year
12.18%
−6.35%
Alpha – 3 Years
12.90%
−1.02%
Information Ratio – 3 Years
0.89
-0.08
Volatility – 1 Year
24.67%
17.44%
Volatility – 3 Years
25.07%
15.65%
Beta – 1 Year
1.19
1.08
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.53
-0.61
Sharpe Ratio – 3 Years
0.81
0.22
Worst Rolling Year
-7.27%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.64%
−21.15%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
—
Median Rolling Year
28.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 61% · M 26% · S 9%
Number of Stocks
118
66
Portfolio P/E
—
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1.5% / 0% / 0%