Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Silver Arch - India Equity 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%
6.91%
6 Months
27.61%
15.63%
1 Year
16.90%
20.01%
3 Years
25.00%
17.10%
5 Years
21.60%
15.64%
Since Inception
24.00%
13.05%
Fund Age
9 yrs 8 mo
8 yrs 11 mo
AUM
₹20.03 Cr
₹46.46 Cr
Alpha – 1 Year
12.18%
15.29%
Alpha – 3 Years
12.90%
5.01%
Information Ratio – 3 Years
0.89
0.88
Volatility – 1 Year
24.67%
20.61%
Volatility – 3 Years
25.07%
19.98%
Beta – 1 Year
1.19
0.94
Beta – 3 Years
1.24
1.02
Sharpe Ratio – 1 Year
0.53
0.73
Sharpe Ratio – 3 Years
0.81
0.85
Worst Rolling Year
-7.27%
-3.76%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−21.64%
−27.72%
Recovery Period
153 days
476 days
1-Year Rolling Windows Positive
83.74%
93.14%
Median Rolling Year
28.55%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 27% · M 34% · S 33%
Number of Stocks
118
25
Portfolio P/E
—
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%