Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Buoyant - Opportunities
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%
1.73%
6 Months
7.76%
2.87%
1 Year
8.69%
8.13%
3 Years
14.17%
16.18%
5 Years
—
18.39%
Since Inception
18.23%
20.76%
Fund Age
3 yrs 4 mo
10 yrs
AUM
₹10.3 Cr
₹12,257.23 Cr
Alpha – 1 Year
3.97%
5.15%
Alpha – 3 Years
2.09%
4.29%
Information Ratio – 3 Years
1.14
0.41
Volatility – 1 Year
18.17%
17.45%
Volatility – 3 Years
15.44%
14.35%
Beta – 1 Year
1.03
0.98
Beta – 3 Years
0.99
0.87
Sharpe Ratio – 1 Year
0.32
0.22
Sharpe Ratio – 3 Years
0.69
0.68
Worst Rolling Year
13.56%
-5.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−19.52%
−13.15%
Recovery Period
518 days
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
15.40%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
15
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%