Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Asit C Mehta - Ace Blue-chip
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%
−2.58%
6 Months
7.76%
1.87%
1 Year
8.69%
8.68%
3 Years
14.17%
16.60%
5 Years
—
15.36%
Since Inception
18.23%
12.51%
Fund Age
3 yrs 4 mo
8 yrs 8 mo
AUM
₹10.3 Cr
₹4.55 Cr
Alpha – 1 Year
3.97%
3.96%
Alpha – 3 Years
2.09%
4.51%
Information Ratio – 3 Years
1.14
0.64
Volatility – 1 Year
18.17%
15.98%
Volatility – 3 Years
15.44%
15.76%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.99
0.94
Sharpe Ratio – 1 Year
0.32
0.27
Sharpe Ratio – 3 Years
0.69
0.72
Worst Rolling Year
13.56%
1.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−19.52%
−17.84%
Recovery Period
518 days
136 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 68% · M 14% · S 12%
Number of Stocks
15
14
Portfolio P/E
—
31.16
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%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
—
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%