Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Equirus Securities - Long Horizon 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%
5.54%
6 Months
7.76%
29.52%
1 Year
8.69%
27.35%
3 Years
14.17%
14.30%
5 Years
—
12.28%
Since Inception
18.23%
21.22%
Fund Age
3 yrs 4 mo
9 yrs 10 mo
AUM
₹10.3 Cr
₹374.43 Cr
Alpha – 1 Year
3.97%
22.63%
Alpha – 3 Years
2.09%
2.21%
Information Ratio – 3 Years
1.14
0.15
Volatility – 1 Year
18.17%
28.49%
Volatility – 3 Years
15.44%
24.50%
Beta – 1 Year
1.03
1.39
Beta – 3 Years
0.99
1.24
Sharpe Ratio – 1 Year
0.32
0.80
Sharpe Ratio – 3 Years
0.69
0.46
Worst Rolling Year
13.56%
-3.89%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
−19.52%
−30.92%
Recovery Period
518 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
15.40%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 4% · S 95%
Number of Stocks
15
29
Portfolio P/E
—
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%