Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
−3.81%
6 Months
7.76%
10.86%
1 Year
8.69%
−4.49%
3 Years
14.17%
22.00%
5 Years
—
21.09%
Since Inception
18.23%
7.35%
Fund Age
3 yrs 4 mo
8 yrs 9 mo
AUM
₹10.3 Cr
₹1,454.75 Cr
Alpha – 1 Year
3.97%
−7.47%
Alpha – 3 Years
2.09%
10.11%
Information Ratio – 3 Years
1.14
0.32
Volatility – 1 Year
18.17%
31.30%
Volatility – 3 Years
15.44%
27.30%
Beta – 1 Year
1.03
1.42
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
0.32
-0.18
Sharpe Ratio – 3 Years
0.69
0.66
Worst Rolling Year
13.56%
-30.88%
Value at Worst Rolling Year
₹1.14 Cr
₹0.69 Cr
Deepest Drawdown
−19.52%
−34.06%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
15.40%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
—
L 0% · S 88%
Number of Stocks
15
—
Portfolio P/E
—
—
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%