Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Axis - Core & Satellite PMS
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%
0.11%
6 Months
7.76%
10.76%
1 Year
8.69%
8.14%
3 Years
14.17%
7.76%
5 Years
—
10.03%
Since Inception
18.23%
11.69%
Fund Age
3 yrs 4 mo
6 yrs 8 mo
AUM
₹10.3 Cr
₹87.23 Cr
Alpha – 1 Year
3.97%
8.57%
Alpha – 3 Years
2.09%
−0.81%
Information Ratio – 3 Years
1.14
0.02
Volatility – 1 Year
18.17%
23.09%
Volatility – 3 Years
15.44%
18.26%
Beta – 1 Year
1.03
1.29
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
0.32
0.21
Sharpe Ratio – 3 Years
0.69
0.22
Worst Rolling Year
13.56%
6.59%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−19.52%
−25.42%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 1% · S 70%
Number of Stocks
15
41
Portfolio P/E
—
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%