Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
27.61%
4.79%
1 Year
16.90%
−0.59%
3 Years
25.00%
11.57%
5 Years
21.60%
13.86%
Since Inception
24.00%
15.96%
Fund Age
9 yrs 8 mo
5 yrs 5 mo
AUM
₹20.03 Cr
₹45.81 Cr
Alpha – 1 Year
12.18%
−5.31%
Alpha – 3 Years
12.90%
−0.52%
Information Ratio – 3 Years
0.89
-0.06
Volatility – 1 Year
24.67%
21.96%
Volatility – 3 Years
25.07%
17.35%
Beta – 1 Year
1.19
1.19
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.53
-0.16
Sharpe Ratio – 3 Years
0.81
0.42
Worst Rolling Year
-7.27%
10.84%
Value at Worst Rolling Year
₹0.93 Cr
₹1.11 Cr
Deepest Drawdown
−21.64%
−22.24%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 23% · M 4% · S 73%
Number of Stocks
118
16
Portfolio P/E
—
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%