Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
27.61%
13.10%
1 Year
16.90%
18.11%
3 Years
25.00%
14.56%
5 Years
21.60%
8.71%
Since Inception
24.00%
13.67%
Fund Age
9 yrs 8 mo
11 yrs 2 mo
AUM
₹20.03 Cr
₹138.06 Cr
Alpha – 1 Year
12.18%
18.46%
Alpha – 3 Years
12.90%
5.57%
Information Ratio – 3 Years
0.89
0.62
Volatility – 1 Year
24.67%
22.83%
Volatility – 3 Years
25.07%
16.72%
Beta – 1 Year
1.19
1.29
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.53
0.61
Sharpe Ratio – 3 Years
0.81
0.55
Worst Rolling Year
-7.27%
-8.44%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−21.64%
−17.10%
Recovery Period
153 days
115 days
1-Year Rolling Windows Positive
83.74%
92.53%
Median Rolling Year
28.55%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 38% · M 14% · S 45%
Number of Stocks
118
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%