Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
2.85%
6 Months
7.76%
22.81%
1 Year
8.69%
15.74%
3 Years
14.17%
19.34%
5 Years
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Since Inception
18.23%
24.49%
Fund Age
3 yrs 4 mo
3 yrs 3 mo
AUM
₹10.3 Cr
₹446.96 Cr
Alpha – 1 Year
3.97%
11.02%
Alpha – 3 Years
2.09%
7.25%
Information Ratio – 3 Years
1.14
0.86
Volatility – 1 Year
18.17%
23.09%
Volatility – 3 Years
15.44%
17.79%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
0.32
0.51
Sharpe Ratio – 3 Years
0.69
0.79
Worst Rolling Year
13.56%
19.32%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−19.52%
−18.72%
Recovery Period
518 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 19% · S 80%
Number of Stocks
15
30
Portfolio P/E
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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%
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Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.10% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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