Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
2.33%
6 Months
7.76%
5.53%
1 Year
8.69%
9.60%
3 Years
14.17%
6.75%
5 Years
—
7.07%
Since Inception
18.23%
13.02%
Fund Age
3 yrs 4 mo
14 yrs 9 mo
AUM
₹10.3 Cr
₹179.27 Cr
Alpha – 1 Year
3.97%
9.95%
Alpha – 3 Years
2.09%
−2.25%
Information Ratio – 3 Years
1.14
-0.39
Volatility – 1 Year
18.17%
17.14%
Volatility – 3 Years
15.44%
14.92%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.32
0.31
Sharpe Ratio – 3 Years
0.69
0.15
Worst Rolling Year
13.56%
-6.19%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−19.52%
−21.15%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
15.40%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
—
L 69% · M 12% · S 15%
Number of Stocks
15
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.10% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—