Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
27.61%
31.10%
1 Year
16.90%
52.47%
3 Years
25.00%
17.74%
5 Years
21.60%
16.38%
Since Inception
24.00%
15.58%
Fund Age
9 yrs 8 mo
16 yrs 9 mo
AUM
₹20.03 Cr
₹132.42 Cr
Alpha – 1 Year
12.18%
47.75%
Alpha – 3 Years
12.90%
5.65%
Information Ratio – 3 Years
0.89
0.46
Volatility – 1 Year
24.67%
26.74%
Volatility – 3 Years
25.07%
21.32%
Beta – 1 Year
1.19
1.30
Beta – 3 Years
1.24
0.97
Sharpe Ratio – 1 Year
0.53
1.52
Sharpe Ratio – 3 Years
0.81
0.68
Worst Rolling Year
-7.27%
-15.93%
Value at Worst Rolling Year
₹0.93 Cr
₹0.84 Cr
Deepest Drawdown
−21.64%
−20.79%
Recovery Period
153 days
134 days
1-Year Rolling Windows Positive
83.74%
89.14%
Median Rolling Year
28.55%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
M 4% · S 95%
M 9% · S 83%
Number of Stocks
118
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%