Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
2.10%
6 Months
−2.30%
7.76%
1 Year
1.68%
8.69%
3 Years
13.91%
14.17%
5 Years
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Since Inception
14.05%
18.23%
Fund Age
3 yrs 10 mo
3 yrs 4 mo
AUM
₹53.78 Cr
₹10.3 Cr
Alpha – 1 Year
−3.04%
3.97%
Alpha – 3 Years
1.82%
2.09%
Information Ratio – 3 Years
0.34
1.14
Volatility – 1 Year
15.80%
18.17%
Volatility – 3 Years
15.64%
15.44%
Beta – 1 Year
0.86
1.03
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.15
0.32
Sharpe Ratio – 3 Years
0.71
0.69
Worst Rolling Year
15.78%
13.56%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−18.40%
−19.52%
Recovery Period
275 days
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
15.40%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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15
Portfolio P/E
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—
Top 5 Holdings
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Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
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Fixed Fee
2.25% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%