Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
27.61%
8.08%
1 Year
16.90%
10.16%
3 Years
25.00%
15.60%
5 Years
21.60%
—
Since Inception
24.00%
19.84%
Fund Age
9 yrs 8 mo
6 yrs 11 mo
AUM
₹20.03 Cr
₹3.18 Cr
Alpha – 1 Year
12.18%
7.18%
Alpha – 3 Years
12.90%
3.72%
Information Ratio – 3 Years
0.89
0.60
Volatility – 1 Year
24.67%
19.93%
Volatility – 3 Years
25.07%
18.09%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.24
1.14
Sharpe Ratio – 1 Year
0.53
0.31
Sharpe Ratio – 3 Years
0.81
0.60
Worst Rolling Year
-7.27%
14.68%
Value at Worst Rolling Year
₹0.93 Cr
₹1.15 Cr
Deepest Drawdown
−21.64%
−19.38%
Recovery Period
153 days
493 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 31% · M 55% · S 12%
Number of Stocks
118
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / –