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Accuracap Dynamo PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Accuracap Dynamo PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.14.25 Cr.

Over the last 1 year, it delivered a strong return of 5.1%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Accuracap Dynamo PMS Strategy or Investment Approach - PMS Details

Strategy Name

Dynamo

Start Date

31 December 2016

Category

SMALL CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.14.25 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Dr. Naresh Chand Gupta

1 Yr. Return

5.10%

3 Yr. Return

29.50%

5 Yr. Return

21.40%

Accuracap Dynamo Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

19.19%

Top 5 Sectors%

74.48%

Portfolio Age

9 Yrs, 6 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Accuracap Dynamo PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Accuracap Dynamo PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

4.95%

Small Cap

94.59%

Cash & Equivalent

0.46%

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Accuracap Dynamo Portfolio Strategy - Top 5 Sectors

Financial Services

13.12%

Healthcare

18.31%

Fast Moving Consumer Goods

6.34%

Capital Goods

29.03%

Chemicals

7.68%

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