Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Solidarity Advisors - Prudence
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%
8.45%
6 Months
27.61%
29.49%
1 Year
16.90%
37.09%
3 Years
25.00%
18.49%
5 Years
21.60%
12.39%
Since Inception
24.00%
18.64%
Fund Age
9 yrs 8 mo
10 yrs 3 mo
AUM
₹20.03 Cr
₹1,760.35 Cr
Alpha – 1 Year
12.18%
32.37%
Alpha – 3 Years
12.90%
6.40%
Information Ratio – 3 Years
0.89
0.52
Volatility – 1 Year
24.67%
25.02%
Volatility – 3 Years
25.07%
18.27%
Beta – 1 Year
1.19
1.22
Beta – 3 Years
1.24
0.89
Sharpe Ratio – 1 Year
0.53
1.18
Sharpe Ratio – 3 Years
0.81
0.74
Worst Rolling Year
-7.27%
-0.28%
Value at Worst Rolling Year
₹0.93 Cr
₹1.00 Cr
Deepest Drawdown
−21.64%
−13.15%
Recovery Period
153 days
44 days
1-Year Rolling Windows Positive
83.74%
99.89%
Median Rolling Year
28.55%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 11% · S 71%
Number of Stocks
118
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%