Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
−5.12%
6 Months
27.61%
10.94%
1 Year
16.90%
14.16%
3 Years
25.00%
7.74%
5 Years
21.60%
3.22%
Since Inception
24.00%
10.15%
Fund Age
9 yrs 8 mo
7 yrs 2 mo
AUM
₹20.03 Cr
₹34.95 Cr
Alpha – 1 Year
12.18%
14.51%
Alpha – 3 Years
12.90%
−1.26%
Information Ratio – 3 Years
0.89
-0.10
Volatility – 1 Year
24.67%
25.75%
Volatility – 3 Years
25.07%
17.58%
Beta – 1 Year
1.19
1.43
Beta – 3 Years
1.24
1.06
Sharpe Ratio – 1 Year
0.53
0.43
Sharpe Ratio – 3 Years
0.81
0.21
Worst Rolling Year
-7.27%
-2.37%
Value at Worst Rolling Year
₹0.93 Cr
₹0.98 Cr
Deepest Drawdown
−21.64%
−19.75%
Recovery Period
153 days
57 days
1-Year Rolling Windows Positive
83.74%
96.22%
Median Rolling Year
28.55%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 41% · M 32% · S 26%
Number of Stocks
118
19
Portfolio P/E
—
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%