Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Bonanza - Edge
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%
4.43%
6 Months
27.61%
22.24%
1 Year
16.90%
21.33%
3 Years
25.00%
15.83%
5 Years
21.60%
20.63%
Since Inception
24.00%
19.53%
Fund Age
9 yrs 8 mo
11 yrs
AUM
₹20.03 Cr
₹101.92 Cr
Alpha – 1 Year
12.18%
21.68%
Alpha – 3 Years
12.90%
6.83%
Information Ratio – 3 Years
0.89
0.61
Volatility – 1 Year
24.67%
21.87%
Volatility – 3 Years
25.07%
21.68%
Beta – 1 Year
1.19
1.10
Beta – 3 Years
1.24
1.12
Sharpe Ratio – 1 Year
0.53
0.75
Sharpe Ratio – 3 Years
0.81
0.65
Worst Rolling Year
-7.27%
-17.09%
Value at Worst Rolling Year
₹0.93 Cr
₹0.83 Cr
Deepest Drawdown
−21.64%
−27.12%
Recovery Period
153 days
148 days
1-Year Rolling Windows Positive
83.74%
79.34%
Median Rolling Year
28.55%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 15% · M 12% · S 59%
Number of Stocks
118
65
Portfolio P/E
—
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%