Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
7.76%
32.15%
1 Year
8.69%
16.77%
3 Years
14.17%
19.00%
5 Years
—
20.10%
Since Inception
18.23%
27.01%
Fund Age
3 yrs 4 mo
6 yrs 10 mo
AUM
₹10.3 Cr
₹247.64 Cr
Alpha – 1 Year
3.97%
13.79%
Alpha – 3 Years
2.09%
7.10%
Information Ratio – 3 Years
1.14
0.30
Volatility – 1 Year
18.17%
39.13%
Volatility – 3 Years
15.44%
29.47%
Beta – 1 Year
1.03
1.87
Beta – 3 Years
0.99
1.36
Sharpe Ratio – 1 Year
0.32
0.42
Sharpe Ratio – 3 Years
0.69
0.55
Worst Rolling Year
13.56%
15.03%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−19.52%
−35.86%
Recovery Period
518 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 80%
Number of Stocks
15
42
Portfolio P/E
—
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
1.10% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%