Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Carnelian Capital - Shift 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%
4.38%
6 Months
7.76%
19.54%
1 Year
8.69%
15.57%
3 Years
14.17%
20.08%
5 Years
—
21.78%
Since Inception
18.23%
32.33%
Fund Age
3 yrs 4 mo
5 yrs 10 mo
AUM
₹10.3 Cr
₹5,864.1 Cr
Alpha – 1 Year
3.97%
10.85%
Alpha – 3 Years
2.09%
8.00%
Information Ratio – 3 Years
1.14
1.40
Volatility – 1 Year
18.17%
22.27%
Volatility – 3 Years
15.44%
21.12%
Beta – 1 Year
1.03
1.15
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.32
0.52
Sharpe Ratio – 3 Years
0.69
0.73
Worst Rolling Year
13.56%
20.10%
Value at Worst Rolling Year
₹1.14 Cr
₹1.20 Cr
Deepest Drawdown
−19.52%
−21.05%
Recovery Period
518 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 28% · S 52%
Number of Stocks
15
38
Portfolio P/E
—
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%