Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
3.26%
6 Months
27.61%
17.84%
1 Year
16.90%
16.84%
3 Years
25.00%
—
5 Years
21.60%
—
Since Inception
24.00%
22.85%
Fund Age
9 yrs 8 mo
7 mo
AUM
₹20.03 Cr
₹37.36 Cr
Alpha – 1 Year
12.18%
12.12%
Alpha – 3 Years
12.90%
—
Information Ratio – 3 Years
0.89
—
Volatility – 1 Year
24.67%
29.93%
Volatility – 3 Years
25.07%
—
Beta – 1 Year
1.19
1.60
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.53
0.48
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
-7.27%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.64%
—
Recovery Period
153 days
—
1-Year Rolling Windows Positive
83.74%
—
Median Rolling Year
28.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
118
—
Portfolio P/E
—
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%