Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
5.99%
6 Months
7.76%
26.63%
1 Year
8.69%
16.86%
3 Years
14.17%
13.24%
5 Years
—
17.56%
Since Inception
18.23%
16.65%
Fund Age
3 yrs 4 mo
10 yrs 1 mo
AUM
₹10.3 Cr
₹11.38 Cr
Alpha – 1 Year
3.97%
12.14%
Alpha – 3 Years
2.09%
1.15%
Information Ratio – 3 Years
1.14
0.20
Volatility – 1 Year
18.17%
29.32%
Volatility – 3 Years
15.44%
24.13%
Beta – 1 Year
1.03
1.44
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
0.32
0.48
Sharpe Ratio – 3 Years
0.69
0.50
Worst Rolling Year
13.56%
-10.45%
Value at Worst Rolling Year
₹1.14 Cr
₹0.90 Cr
Deepest Drawdown
−19.52%
−32.02%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
15.40%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 1% · S 95%
Number of Stocks
15
28
Portfolio P/E
—
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
—
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%