Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
7.76%
3.53%
1 Year
8.69%
−0.08%
3 Years
14.17%
14.56%
5 Years
—
12.33%
Since Inception
18.23%
18.88%
Fund Age
3 yrs 4 mo
16 yrs 7 mo
AUM
₹10.3 Cr
₹1,574.57 Cr
Alpha – 1 Year
3.97%
0.35%
Alpha – 3 Years
2.09%
5.99%
Information Ratio – 3 Years
1.14
0.72
Volatility – 1 Year
18.17%
16.64%
Volatility – 3 Years
15.44%
15.28%
Beta – 1 Year
1.03
0.97
Beta – 3 Years
0.99
0.94
Sharpe Ratio – 1 Year
0.32
-0.25
Sharpe Ratio – 3 Years
0.69
0.61
Worst Rolling Year
13.56%
-0.31%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−19.52%
−22.42%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
15.40%
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 39% · M 8% · S 47%
Number of Stocks
15
33
Portfolio P/E
—
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%