Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
1.61%
6 Months
27.61%
4.03%
1 Year
16.90%
4.49%
3 Years
25.00%
14.35%
5 Years
21.60%
—
Since Inception
24.00%
16.62%
Fund Age
9 yrs 8 mo
4 yrs
AUM
₹20.03 Cr
₹303 Cr
Alpha – 1 Year
12.18%
4.92%
Alpha – 3 Years
12.90%
5.78%
Information Ratio – 3 Years
0.89
1.15
Volatility – 1 Year
24.67%
16.32%
Volatility – 3 Years
25.07%
14.15%
Beta – 1 Year
1.19
0.98
Beta – 3 Years
1.24
0.97
Sharpe Ratio – 1 Year
0.53
0.01
Sharpe Ratio – 3 Years
0.81
0.64
Worst Rolling Year
-7.27%
14.36%
Value at Worst Rolling Year
₹0.93 Cr
₹1.14 Cr
Deepest Drawdown
−21.64%
−16.17%
Recovery Period
153 days
245 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 4% · S 95%
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Number of Stocks
118
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Portfolio P/E
—
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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%
—
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
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Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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