Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
7.76%
24.60%
1 Year
8.69%
7.56%
3 Years
14.17%
20.98%
5 Years
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—
Since Inception
18.23%
24.10%
Fund Age
3 yrs 4 mo
4 yrs 4 mo
AUM
₹10.3 Cr
₹3.89 Cr
Alpha – 1 Year
3.97%
4.58%
Alpha – 3 Years
2.09%
9.08%
Information Ratio – 3 Years
1.14
0.07
Volatility – 1 Year
18.17%
32.74%
Volatility – 3 Years
15.44%
27.24%
Beta – 1 Year
1.03
1.49
Beta – 3 Years
0.99
1.30
Sharpe Ratio – 1 Year
0.32
0.20
Sharpe Ratio – 3 Years
0.69
0.49
Worst Rolling Year
13.56%
17.91%
Value at Worst Rolling Year
₹1.14 Cr
₹1.18 Cr
Deepest Drawdown
−19.52%
−34.40%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
25.17%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
—
Number of Stocks
15
27
Portfolio P/E
—
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
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—
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%