Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
1.87%
6 Months
27.61%
30.77%
1 Year
16.90%
28.96%
3 Years
25.00%
24.68%
5 Years
21.60%
24.06%
Since Inception
24.00%
19.53%
Fund Age
9 yrs 8 mo
8 yrs 8 mo
AUM
₹20.03 Cr
₹11.41 Cr
Alpha – 1 Year
12.18%
24.24%
Alpha – 3 Years
12.90%
12.59%
Information Ratio – 3 Years
0.89
0.80
Volatility – 1 Year
24.67%
25.13%
Volatility – 3 Years
25.07%
25.00%
Beta – 1 Year
1.19
1.30
Beta – 3 Years
1.24
1.32
Sharpe Ratio – 1 Year
0.53
0.92
Sharpe Ratio – 3 Years
0.81
0.80
Worst Rolling Year
-7.27%
4.85%
Value at Worst Rolling Year
₹0.93 Cr
₹1.05 Cr
Deepest Drawdown
−21.64%
−27.69%
Recovery Period
153 days
472 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
M 10% · S 86%
Number of Stocks
118
19
Portfolio P/E
—
28.00
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 · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%