Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
1.56%
6 Months
7.76%
11.47%
1 Year
8.69%
5.40%
3 Years
14.17%
7.77%
5 Years
—
—
Since Inception
18.23%
9.99%
Fund Age
3 yrs 4 mo
4 yrs 9 mo
AUM
₹10.3 Cr
₹144.91 Cr
Alpha – 1 Year
3.97%
0.68%
Alpha – 3 Years
2.09%
−4.32%
Information Ratio – 3 Years
1.14
0.13
Volatility – 1 Year
18.17%
24.35%
Volatility – 3 Years
15.44%
20.17%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
0.32
0.11
Sharpe Ratio – 3 Years
0.69
0.39
Worst Rolling Year
13.56%
7.72%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−19.52%
−31.10%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
12.92%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 33% · M 4% · S 58%
Number of Stocks
15
15
Portfolio P/E
—
50.52
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%
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
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%