Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
ATLAS - Midcap 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%
−0.22%
6 Months
7.76%
8.59%
1 Year
8.69%
1.40%
3 Years
14.17%
11.84%
5 Years
—
6.21%
Since Inception
18.23%
7.85%
Fund Age
3 yrs 4 mo
5 yrs 3 mo
AUM
₹10.3 Cr
₹3.73 Cr
Alpha – 1 Year
3.97%
−3.32%
Alpha – 3 Years
2.09%
−0.25%
Information Ratio – 3 Years
1.14
0.11
Volatility – 1 Year
18.17%
23.13%
Volatility – 3 Years
15.44%
17.54%
Beta – 1 Year
1.03
1.25
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.32
-0.06
Sharpe Ratio – 3 Years
0.69
0.45
Worst Rolling Year
13.56%
5.77%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
−19.52%
−23.48%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
12.08%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 3% · M 32% · S 59%
Number of Stocks
15
19
Portfolio P/E
—
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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%