Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Fractal Capital - Opportunities
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%
5.48%
6 Months
7.76%
13.51%
1 Year
8.69%
1.35%
3 Years
14.17%
13.26%
5 Years
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—
Since Inception
18.23%
19.28%
Fund Age
3 yrs 4 mo
4 yrs 2 mo
AUM
₹10.3 Cr
₹36.17 Cr
Alpha – 1 Year
3.97%
−3.37%
Alpha – 3 Years
2.09%
1.17%
Information Ratio – 3 Years
1.14
0.14
Volatility – 1 Year
18.17%
24.66%
Volatility – 3 Years
15.44%
18.82%
Beta – 1 Year
1.03
1.31
Beta – 3 Years
0.99
1.10
Sharpe Ratio – 1 Year
0.32
-0.05
Sharpe Ratio – 3 Years
0.69
0.48
Worst Rolling Year
13.56%
12.70%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−19.52%
−26.89%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
19.63%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
15
24
Portfolio P/E
—
29.70
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 · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
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—
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%