Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Sundaram Alternate - SISOP
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%
5.72%
6 Months
27.61%
23.48%
1 Year
16.90%
38.68%
3 Years
25.00%
26.01%
5 Years
21.60%
16.58%
Since Inception
24.00%
18.98%
Fund Age
9 yrs 8 mo
16 yrs 6 mo
AUM
₹20.03 Cr
₹1,885.18 Cr
Alpha – 1 Year
12.18%
33.96%
Alpha – 3 Years
12.90%
13.92%
Information Ratio – 3 Years
0.89
1.27
Volatility – 1 Year
24.67%
28.06%
Volatility – 3 Years
25.07%
20.41%
Beta – 1 Year
1.19
1.39
Beta – 3 Years
1.24
1.06
Sharpe Ratio – 1 Year
0.53
1.12
Sharpe Ratio – 3 Years
0.81
1.06
Worst Rolling Year
-7.27%
-4.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−21.64%
−18.24%
Recovery Period
153 days
60 days
1-Year Rolling Windows Positive
83.74%
98.28%
Median Rolling Year
28.55%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
M 4% · S 95%
L 40% · M 32% · S 24%
Number of Stocks
118
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%