Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
−0.04%
6 Months
7.76%
−3.71%
1 Year
8.69%
−1.23%
3 Years
14.17%
7.88%
5 Years
—
5.71%
Since Inception
18.23%
9.28%
Fund Age
3 yrs 4 mo
7 yrs 1 mo
AUM
₹10.3 Cr
₹2.48 Cr
Alpha – 1 Year
3.97%
−5.95%
Alpha – 3 Years
2.09%
−4.21%
Information Ratio – 3 Years
1.14
-1.27
Volatility – 1 Year
18.17%
17.16%
Volatility – 3 Years
15.44%
14.17%
Beta – 1 Year
1.03
0.98
Beta – 3 Years
0.99
0.90
Sharpe Ratio – 1 Year
0.32
-0.29
Sharpe Ratio – 3 Years
0.69
0.17
Worst Rolling Year
13.56%
5.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.05 Cr
Deepest Drawdown
−19.52%
−16.54%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 92% · M 4%
Number of Stocks
15
26
Portfolio P/E
—
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
1.10% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%