Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
2.10%
6 Months
27.61%
7.76%
1 Year
16.90%
8.69%
3 Years
25.00%
14.17%
5 Years
21.60%
—
Since Inception
24.00%
18.23%
Fund Age
9 yrs 8 mo
3 yrs 4 mo
AUM
₹20.03 Cr
₹10.3 Cr
Alpha – 1 Year
12.18%
3.97%
Alpha – 3 Years
12.90%
2.09%
Information Ratio – 3 Years
0.89
1.14
Volatility – 1 Year
24.67%
18.17%
Volatility – 3 Years
25.07%
15.44%
Beta – 1 Year
1.19
1.03
Beta – 3 Years
1.24
0.99
Sharpe Ratio – 1 Year
0.53
0.32
Sharpe Ratio – 3 Years
0.81
0.69
Worst Rolling Year
-7.27%
13.56%
Value at Worst Rolling Year
₹0.93 Cr
₹1.14 Cr
Deepest Drawdown
−21.64%
−19.52%
Recovery Period
153 days
518 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
15.40%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
118
15
Portfolio P/E
—
—
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%