Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.15%
2.10%
6 Months
−3.43%
7.76%
1 Year
−2.53%
8.69%
3 Years
—
14.17%
5 Years
—
—
Since Inception
−8.11%
18.23%
Fund Age
1 yr 10 mo
3 yrs 4 mo
AUM
₹21.08 Cr
₹10.3 Cr
Alpha – 1 Year
−7.25%
3.97%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
13.73%
18.17%
Volatility – 3 Years
—
15.44%
Beta – 1 Year
0.74
1.03
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.50
0.32
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
13.56%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−10.00%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.40%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.00% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%