Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
27.61%
6.20%
1 Year
16.90%
9.45%
3 Years
25.00%
11.74%
5 Years
21.60%
—
Since Inception
24.00%
12.77%
Fund Age
9 yrs 8 mo
3 yrs 7 mo
AUM
₹20.03 Cr
₹223.43 Cr
Alpha – 1 Year
12.18%
9.88%
Alpha – 3 Years
12.90%
3.17%
Information Ratio – 3 Years
0.89
0.40
Volatility – 1 Year
24.67%
16.24%
Volatility – 3 Years
25.07%
16.22%
Beta – 1 Year
1.19
0.89
Beta – 3 Years
1.24
1.02
Sharpe Ratio – 1 Year
0.53
0.30
Sharpe Ratio – 3 Years
0.81
0.44
Worst Rolling Year
-7.27%
11.49%
Value at Worst Rolling Year
₹0.93 Cr
₹1.11 Cr
Deepest Drawdown
−21.64%
−24.20%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 45% · M 31% · S 19%
Number of Stocks
118
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%