Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
3.42%
6 Months
27.61%
2.89%
1 Year
16.90%
2.59%
3 Years
25.00%
10.39%
5 Years
21.60%
8.86%
Since Inception
24.00%
11.13%
Fund Age
9 yrs 8 mo
5 yrs 6 mo
AUM
₹20.03 Cr
₹63.54 Cr
Alpha – 1 Year
12.18%
−0.39%
Alpha – 3 Years
12.90%
−1.50%
Information Ratio – 3 Years
0.89
-0.34
Volatility – 1 Year
24.67%
16.68%
Volatility – 3 Years
25.07%
13.79%
Beta – 1 Year
1.19
0.95
Beta – 3 Years
1.24
0.88
Sharpe Ratio – 1 Year
0.53
-0.09
Sharpe Ratio – 3 Years
0.81
0.40
Worst Rolling Year
-7.27%
6.98%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−21.64%
−15.31%
Recovery Period
153 days
227 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 69% · M 25% · S 5%
Number of Stocks
118
40
Portfolio P/E
—
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%