Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
27.61%
6.39%
1 Year
16.90%
0.37%
3 Years
25.00%
11.18%
5 Years
21.60%
—
Since Inception
24.00%
4.21%
Fund Age
9 yrs 8 mo
4 yrs 6 mo
AUM
₹20.03 Cr
₹59.82 Cr
Alpha – 1 Year
12.18%
−2.61%
Alpha – 3 Years
12.90%
−0.71%
Information Ratio – 3 Years
0.89
0.13
Volatility – 1 Year
24.67%
22.91%
Volatility – 3 Years
25.07%
17.96%
Beta – 1 Year
1.19
1.09
Beta – 3 Years
1.24
1.01
Sharpe Ratio – 1 Year
0.53
-0.11
Sharpe Ratio – 3 Years
0.81
0.38
Worst Rolling Year
-7.27%
3.87%
Value at Worst Rolling Year
₹0.93 Cr
₹1.04 Cr
Deepest Drawdown
−21.64%
−25.26%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 40% · M 26% · S 33%
Number of Stocks
118
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%