Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
−1.22%
6 Months
7.76%
5.87%
1 Year
8.69%
2.35%
3 Years
14.17%
13.67%
5 Years
—
15.58%
Since Inception
18.23%
16.64%
Fund Age
3 yrs 4 mo
5 yrs 6 mo
AUM
₹10.3 Cr
₹756.71 Cr
Alpha – 1 Year
3.97%
−0.63%
Alpha – 3 Years
2.09%
1.78%
Information Ratio – 3 Years
1.14
0.09
Volatility – 1 Year
18.17%
15.74%
Volatility – 3 Years
15.44%
14.36%
Beta – 1 Year
1.03
0.82
Beta – 3 Years
0.99
0.84
Sharpe Ratio – 1 Year
0.32
-0.13
Sharpe Ratio – 3 Years
0.69
0.59
Worst Rolling Year
13.56%
13.38%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−19.52%
−15.74%
Recovery Period
518 days
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 8% · S 37%
Number of Stocks
15
26
Portfolio P/E
—
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%