Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
CAPITAL MIND-All Weather Equity
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%
1.61%
6 Months
7.76%
4.03%
1 Year
8.69%
4.49%
3 Years
14.17%
14.35%
5 Years
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Since Inception
18.23%
16.62%
Fund Age
3 yrs 4 mo
4 yrs
AUM
₹10.3 Cr
₹303 Cr
Alpha – 1 Year
3.97%
4.92%
Alpha – 3 Years
2.09%
5.78%
Information Ratio – 3 Years
1.14
1.15
Volatility – 1 Year
18.17%
16.32%
Volatility – 3 Years
15.44%
14.15%
Beta – 1 Year
1.03
0.98
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.32
0.01
Sharpe Ratio – 3 Years
0.69
0.64
Worst Rolling Year
13.56%
14.36%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
−16.17%
Recovery Period
518 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
15
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
1.10% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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