Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
BB Bluechip
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%
3.28%
6 Months
7.76%
16.54%
1 Year
8.69%
15.86%
3 Years
14.17%
—
5 Years
—
—
Since Inception
18.23%
29.22%
Fund Age
3 yrs 4 mo
17 mo
AUM
₹10.3 Cr
₹12.45 Cr
Alpha – 1 Year
3.97%
12.88%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
18.17%
23.63%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
1.03
1.27
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.32
0.50
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
−13.85%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 53% · M 1% · S 36%
Number of Stocks
15
16
Portfolio P/E
—
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
—
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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%