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AMETRA - FACTORALPHA SMALLCAP PMS vs Anand Rathi Advisors - Flexicap Strategy

AMETRA - FACTORALPHA SMALLCAP PMS

Anand Rathi Advisors - Flexicap Strategy

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

Anand Rathi Advisors - Flexicap Strategy

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA SMALLCAP PMS

7.3% • vol 34.8%

Anand Rathi Advisors - Flexicap Strategy

8.6% • vol 17.9%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.25%

0.69%

6 Months

12.26%

5.44%

1 Year

7.30%

8.55%

3 Years

—

5 Years

—

Since Inception

−4.78%

13.60%

Fund Age

1 yr 10 mo

2 yrs 9 mo

AUM

₹1.85 Cr

₹1.41 Cr

Alpha – 1 Year

2.58%

3.83%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.80%

17.87%

Volatility – 3 Years

—

Beta – 1 Year

1.70

1.03

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.20

0.27

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−23.66%

−13.69%

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

—

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

2.00% / yr

1.10% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0% / 0% / 0%

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