Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Carnelian Capital - Contra Portfolio Strategy
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%
2.00%
6 Months
27.61%
4.51%
1 Year
16.90%
15.12%
3 Years
25.00%
22.90%
5 Years
21.60%
—
Since Inception
24.00%
24.96%
Fund Age
9 yrs 8 mo
4 yrs 7 mo
AUM
₹20.03 Cr
₹136 Cr
Alpha – 1 Year
12.18%
10.40%
Alpha – 3 Years
12.90%
10.82%
Information Ratio – 3 Years
0.89
1.17
Volatility – 1 Year
24.67%
19.24%
Volatility – 3 Years
25.07%
20.81%
Beta – 1 Year
1.19
1.07
Beta – 3 Years
1.24
1.25
Sharpe Ratio – 1 Year
0.53
0.55
Sharpe Ratio – 3 Years
0.81
0.85
Worst Rolling Year
-7.27%
21.90%
Value at Worst Rolling Year
₹0.93 Cr
₹1.22 Cr
Deepest Drawdown
−21.64%
−25.24%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 53% · M 22% · S 20%
Number of Stocks
118
18
Portfolio P/E
—
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%