Compare Schemes

Accelt Long Term Equity Fund vs Anand Rathi Advisors - IDEAA PMS

Accelt Long Term Equity Fund

Anand Rathi Advisors - IDEAA PMS

Add Scheme

Growth of ₹1 Crore

Accelt Long Term Equity Fund

Anand Rathi Advisors - IDEAA PMS

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

40%

Nifty 500 · 4.7%

Accelt Long Term Equity Fund

33.6% • vol 20.9%

Anand Rathi Advisors - IDEAA PMS

14.7% • vol 17.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

11.32%

1.00%

6 Months

31.05%

2.30%

1 Year

33.64%

14.70%

3 Years

—

5 Years

—

Since Inception

18.43%

11.00%

Fund Age

1 yr 11 mo

16 mo

AUM

₹12.55 Cr

₹82.94 Cr

Alpha – 1 Year

28.92%

7.80%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

20.86%

17.53%

Volatility – 3 Years

—

Beta – 1 Year

0.85

1.69

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.25

0.57

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−12.55%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

20% of profit, above 12%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 0% / 0%

2% / 1% / –

Let's start a
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.