Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Motilal Oswal - Ethical
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%
1.53%
6 Months
27.61%
18.13%
1 Year
16.90%
13.15%
3 Years
25.00%
14.12%
5 Years
21.60%
11.96%
Since Inception
24.00%
13.25%
Fund Age
9 yrs 8 mo
5 yrs 1 mo
AUM
₹20.03 Cr
₹77.09 Cr
Alpha – 1 Year
12.18%
10.17%
Alpha – 3 Years
12.90%
2.24%
Information Ratio – 3 Years
0.89
0.36
Volatility – 1 Year
24.67%
23.76%
Volatility – 3 Years
25.07%
19.81%
Beta – 1 Year
1.19
1.23
Beta – 3 Years
1.24
1.14
Sharpe Ratio – 1 Year
0.53
0.40
Sharpe Ratio – 3 Years
0.81
0.50
Worst Rolling Year
-7.27%
8.04%
Value at Worst Rolling Year
₹0.93 Cr
₹1.08 Cr
Deepest Drawdown
−21.64%
−27.15%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 28% · M 28% · S 44%
Number of Stocks
118
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%