Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
MOAT - Moderate Compounders
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%
2.75%
6 Months
27.61%
8.17%
1 Year
16.90%
3.28%
3 Years
25.00%
8.41%
5 Years
21.60%
12.53%
Since Inception
24.00%
11.01%
Fund Age
9 yrs 8 mo
12 yrs 9 mo
AUM
₹20.03 Cr
₹16.57 Cr
Alpha – 1 Year
12.18%
−1.44%
Alpha – 3 Years
12.90%
−3.68%
Information Ratio – 3 Years
0.89
-0.32
Volatility – 1 Year
24.67%
20.74%
Volatility – 3 Years
25.07%
17.91%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.24
1.09
Sharpe Ratio – 1 Year
0.53
0.00
Sharpe Ratio – 3 Years
0.81
0.32
Worst Rolling Year
-7.27%
-16.89%
Value at Worst Rolling Year
₹0.93 Cr
₹0.83 Cr
Deepest Drawdown
−21.64%
−28.21%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
73.60%
Median Rolling Year
28.55%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
118
—
Portfolio P/E
—
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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% / –
0% / 0% / 0%