Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
27.61%
11.47%
1 Year
16.90%
5.40%
3 Years
25.00%
7.77%
5 Years
21.60%
—
Since Inception
24.00%
9.99%
Fund Age
9 yrs 8 mo
4 yrs 9 mo
AUM
₹20.03 Cr
₹144.91 Cr
Alpha – 1 Year
12.18%
0.68%
Alpha – 3 Years
12.90%
−4.32%
Information Ratio – 3 Years
0.89
0.13
Volatility – 1 Year
24.67%
24.35%
Volatility – 3 Years
25.07%
20.17%
Beta – 1 Year
1.19
1.26
Beta – 3 Years
1.24
1.11
Sharpe Ratio – 1 Year
0.53
0.11
Sharpe Ratio – 3 Years
0.81
0.39
Worst Rolling Year
-7.27%
7.72%
Value at Worst Rolling Year
₹0.93 Cr
₹1.08 Cr
Deepest Drawdown
−21.64%
−31.10%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 33% · M 4% · S 58%
Number of Stocks
118
15
Portfolio P/E
—
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / 0%