Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
4.15%
6 Months
7.76%
18.21%
1 Year
8.69%
19.11%
3 Years
14.17%
23.58%
5 Years
—
18.40%
Since Inception
18.23%
13.93%
Fund Age
3 yrs 4 mo
11 yrs 4 mo
AUM
₹10.3 Cr
₹13.37 Cr
Alpha – 1 Year
3.97%
16.13%
Alpha – 3 Years
2.09%
11.69%
Information Ratio – 3 Years
1.14
1.24
Volatility – 1 Year
18.17%
18.18%
Volatility – 3 Years
15.44%
17.99%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
0.32
0.75
Sharpe Ratio – 3 Years
0.69
0.97
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
−20.05%
Recovery Period
518 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 27% · M 15% · S 55%
Number of Stocks
15
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%