Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
4.57%
6 Months
7.76%
15.76%
1 Year
8.69%
22.36%
3 Years
14.17%
23.83%
5 Years
—
17.53%
Since Inception
18.23%
20.07%
Fund Age
3 yrs 4 mo
7 yrs 3 mo
AUM
₹10.3 Cr
₹2,271.9 Cr
Alpha – 1 Year
3.97%
17.64%
Alpha – 3 Years
2.09%
11.75%
Information Ratio – 3 Years
1.14
1.40
Volatility – 1 Year
18.17%
21.11%
Volatility – 3 Years
15.44%
18.96%
Beta – 1 Year
1.03
1.17
Beta – 3 Years
0.99
1.12
Sharpe Ratio – 1 Year
0.32
0.81
Sharpe Ratio – 3 Years
0.69
0.96
Worst Rolling Year
13.56%
10.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.10 Cr
Deepest Drawdown
−19.52%
−19.83%
Recovery Period
518 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 30% · M 46% · S 22%
Number of Stocks
15
30
Portfolio P/E
—
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
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%