Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
27.61%
6.00%
1 Year
16.90%
4.90%
3 Years
25.00%
18.50%
5 Years
21.60%
—
Since Inception
24.00%
16.60%
Fund Age
9 yrs 8 mo
3 yrs
AUM
₹20.03 Cr
₹209.72 Cr
Alpha – 1 Year
12.18%
0.20%
Alpha – 3 Years
12.90%
6.40%
Information Ratio – 3 Years
0.89
1.16
Volatility – 1 Year
24.67%
19.79%
Volatility – 3 Years
25.07%
17.07%
Beta – 1 Year
1.19
1.06
Beta – 3 Years
1.24
1.05
Sharpe Ratio – 1 Year
0.53
0.07
Sharpe Ratio – 3 Years
0.81
0.81
Worst Rolling Year
-7.27%
18.52%
Value at Worst Rolling Year
₹0.93 Cr
₹1.19 Cr
Deepest Drawdown
−21.64%
−19.68%
Recovery Period
153 days
230 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 67% · M 33%
Number of Stocks
118
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
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%