Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Anand Rathi Advisors - Flexicap Strategy
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Anand Rathi Advisors - Flexicap 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%
0.69%
6 Months
−2.30%
5.44%
1 Year
1.68%
8.55%
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
13.60%
Fund Age
3 yrs 10 mo
2 yrs 9 mo
AUM
₹53.78 Cr
₹1.41 Cr
Alpha – 1 Year
−3.04%
3.83%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
17.87%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.03
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
0.27
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−13.69%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
—
Top 5 Holdings
—
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
Top Sectors
—
—
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%