Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Marathon Trends - Trend Following
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%
1.43%
6 Months
27.61%
0.81%
1 Year
16.90%
7.79%
3 Years
25.00%
9.10%
5 Years
21.60%
—
Since Inception
24.00%
17.42%
Fund Age
9 yrs 8 mo
8 yrs 11 mo
AUM
₹20.03 Cr
₹342.11 Cr
Alpha – 1 Year
12.18%
3.07%
Alpha – 3 Years
12.90%
−2.99%
Information Ratio – 3 Years
0.89
0.29
Volatility – 1 Year
24.67%
17.73%
Volatility – 3 Years
25.07%
15.85%
Beta – 1 Year
1.19
1.00
Beta – 3 Years
1.24
0.98
Sharpe Ratio – 1 Year
0.53
0.21
Sharpe Ratio – 3 Years
0.81
0.50
Worst Rolling Year
-7.27%
9.10%
Value at Worst Rolling Year
₹0.93 Cr
₹1.09 Cr
Deepest Drawdown
−21.64%
−24.26%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 40% · M 35% · S 22%
Number of Stocks
118
23
Portfolio P/E
—
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%