Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
−1.86%
6 Months
7.76%
0.50%
1 Year
8.69%
6.34%
3 Years
14.17%
19.74%
5 Years
—
16.62%
Since Inception
18.23%
20.10%
Fund Age
3 yrs 4 mo
6 yrs 1 mo
AUM
₹10.3 Cr
₹56.91 Cr
Alpha – 1 Year
3.97%
1.64%
Alpha – 3 Years
2.09%
7.64%
Information Ratio – 3 Years
1.14
0.90
Volatility – 1 Year
18.17%
16.52%
Volatility – 3 Years
15.44%
17.18%
Beta – 1 Year
1.03
0.89
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
0.32
0.14
Sharpe Ratio – 3 Years
0.69
0.84
Worst Rolling Year
13.56%
18.93%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−19.52%
−18.72%
Recovery Period
518 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 59% · M 40%
Number of Stocks
15
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%