Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
1.56%
6 Months
−5.38%
11.47%
1 Year
−6.70%
5.40%
3 Years
7.98%
7.77%
5 Years
—
—
Since Inception
7.98%
9.99%
Fund Age
2 yrs 11 mo
4 yrs 9 mo
AUM
₹7.31 Cr
₹144.91 Cr
Alpha – 1 Year
−6.35%
0.68%
Alpha – 3 Years
−1.02%
−4.32%
Information Ratio – 3 Years
-0.08
0.13
Volatility – 1 Year
17.44%
24.35%
Volatility – 3 Years
15.65%
20.17%
Beta – 1 Year
1.08
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.61
0.11
Sharpe Ratio – 3 Years
0.22
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−21.15%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 33% · M 4% · S 58%
Number of Stocks
66
15
Portfolio P/E
27.03
50.52
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%