Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Bonanza - Growth
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%
3.68%
6 Months
7.76%
−1.81%
1 Year
8.69%
5.85%
3 Years
14.17%
8.65%
5 Years
—
7.90%
Since Inception
18.23%
16.09%
Fund Age
3 yrs 4 mo
16 yrs 4 mo
AUM
₹10.3 Cr
₹22.08 Cr
Alpha – 1 Year
3.97%
6.20%
Alpha – 3 Years
2.09%
−0.35%
Information Ratio – 3 Years
1.14
0.11
Volatility – 1 Year
18.17%
17.32%
Volatility – 3 Years
15.44%
15.11%
Beta – 1 Year
1.03
0.79
Beta – 3 Years
0.99
0.87
Sharpe Ratio – 1 Year
0.32
0.10
Sharpe Ratio – 3 Years
0.69
0.36
Worst Rolling Year
13.56%
0.88%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−19.52%
−17.79%
Recovery Period
518 days
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
15.40%
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 16% · S 47%
Number of Stocks
15
37
Portfolio P/E
—
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
—
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%