PMS · Equity · Large & Mid Cap
Dynamic Equities-Bluechip
Fund size₹84 Cr
IRRSince inception21.12%
1Y return18.10%
Fund age2 yrs 5 mo
Fund Manager
Growth of₹Cr
Dynamic Equities Bluechip
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Dynamic Equities Bluechip | 19.30% | 18.10% | 9.21% | — | — | 21.12% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | — | — | 5.44% |
| Excess over benchmark | 26.30% | 18.45% | 10.40% | — | — | 15.68% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.94%
Benchmark approx 14.50%
A standard deviation reflecting historical swings.
Sensitivity
0.87
Beta vs benchmark 1.00 · 13% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.66
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −12.14%, and recovered on 17 Apr 2026.
Max drawdowns
−12.14%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −12.14% | – | 17 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −15.08% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−12.14%
Fell over–
Recovered17 Apr 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−15.08%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.