Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
JM Financial - India Resurgent
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%
4.15%
6 Months
27.61%
18.21%
1 Year
16.90%
19.11%
3 Years
25.00%
23.58%
5 Years
21.60%
18.40%
Since Inception
24.00%
13.93%
Fund Age
9 yrs 8 mo
11 yrs 4 mo
AUM
₹20.03 Cr
₹13.37 Cr
Alpha – 1 Year
12.18%
16.13%
Alpha – 3 Years
12.90%
11.69%
Information Ratio – 3 Years
0.89
1.24
Volatility – 1 Year
24.67%
18.18%
Volatility – 3 Years
25.07%
17.99%
Beta – 1 Year
1.19
0.94
Beta – 3 Years
1.24
1.01
Sharpe Ratio – 1 Year
0.53
0.75
Sharpe Ratio – 3 Years
0.81
0.97
Worst Rolling Year
-7.27%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.64%
−20.05%
Recovery Period
153 days
162 days
1-Year Rolling Windows Positive
83.74%
—
Median Rolling Year
28.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 27% · M 15% · S 55%
Number of Stocks
118
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 0%