Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Concept Investwell - Legend Flexi
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%
0.12%
6 Months
7.76%
0.78%
1 Year
8.69%
0.49%
3 Years
14.17%
—
5 Years
—
—
Since Inception
18.23%
4.91%
Fund Age
3 yrs 4 mo
2 yrs 3 mo
AUM
₹10.3 Cr
₹1.52 Cr
Alpha – 1 Year
3.97%
−2.49%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
18.17%
16.48%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
1.03
0.92
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.32
-0.33
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
−13.58%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 64% · M 1% · S 35%
Number of Stocks
15
28
Portfolio P/E
—
22.45
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 · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
1.10% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%