Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
27.61%
0.32%
1 Year
16.90%
1.03%
3 Years
25.00%
14.82%
5 Years
21.60%
11.82%
Since Inception
24.00%
13.07%
Fund Age
9 yrs 8 mo
5 yrs 2 mo
AUM
₹20.03 Cr
₹56.08 Cr
Alpha – 1 Year
12.18%
−1.95%
Alpha – 3 Years
12.90%
2.94%
Information Ratio – 3 Years
0.89
0.18
Volatility – 1 Year
24.67%
13.89%
Volatility – 3 Years
25.07%
18.35%
Beta – 1 Year
1.19
0.75
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.53
-0.25
Sharpe Ratio – 3 Years
0.81
0.55
Worst Rolling Year
-7.27%
12.65%
Value at Worst Rolling Year
₹0.93 Cr
₹1.13 Cr
Deepest Drawdown
−21.64%
−26.40%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 38% · M 29% · S 24%
Number of Stocks
118
37
Portfolio P/E
—
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%