Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Composite India - Emerging Star Fund
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%
5.76%
6 Months
7.76%
25.00%
1 Year
8.69%
17.14%
3 Years
14.17%
16.20%
5 Years
—
15.34%
Since Inception
18.23%
19.60%
Fund Age
3 yrs 4 mo
7 yrs 3 mo
AUM
₹10.3 Cr
₹127.23 Cr
Alpha – 1 Year
3.97%
12.42%
Alpha – 3 Years
2.09%
4.43%
Information Ratio – 3 Years
1.14
0.38
Volatility – 1 Year
18.17%
23.12%
Volatility – 3 Years
15.44%
20.20%
Beta – 1 Year
1.03
1.18
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.32
0.56
Sharpe Ratio – 3 Years
0.69
0.61
Worst Rolling Year
13.56%
13.55%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
−26.74%
Recovery Period
518 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 26% · M 19% · S 50%
Number of Stocks
15
101
Portfolio P/E
—
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%