Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
7.76%
−1.89%
1 Year
8.69%
−1.71%
3 Years
14.17%
14.33%
5 Years
—
13.36%
Since Inception
18.23%
22.84%
Fund Age
3 yrs 4 mo
5 yrs 5 mo
AUM
₹10.3 Cr
₹46.26 Cr
Alpha – 1 Year
3.97%
−6.43%
Alpha – 3 Years
2.09%
2.24%
Information Ratio – 3 Years
1.14
0.22
Volatility – 1 Year
18.17%
19.18%
Volatility – 3 Years
15.44%
17.80%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
0.32
-0.27
Sharpe Ratio – 3 Years
0.69
0.55
Worst Rolling Year
13.56%
13.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
−20.80%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 8% · S 22%
Number of Stocks
15
65
Portfolio P/E
—
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
—
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%