Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
ArthAlpha Machine Learning Equity Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
2.31%
6 Months
7.76%
5.63%
1 Year
8.69%
10.47%
3 Years
14.17%
—
5 Years
—
—
Since Inception
18.23%
6.92%
Fund Age
3 yrs 4 mo
1 yr 10 mo
AUM
₹10.3 Cr
₹64.41 Cr
Alpha – 1 Year
3.97%
5.75%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
18.17%
17.22%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
1.03
0.92
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.32
0.36
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
−11.60%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 33% · M 60% · S 3%
Number of Stocks
15
35
Portfolio P/E
—
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
—
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
1.10% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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