Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Karma Capital Lotus
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%
2.20%
6 Months
7.76%
9.70%
1 Year
8.69%
10.00%
3 Years
14.17%
17.10%
5 Years
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—
Since Inception
18.23%
23.10%
Fund Age
3 yrs 4 mo
3 yrs 6 mo
AUM
₹10.3 Cr
₹24.16 Cr
Alpha – 1 Year
3.97%
5.30%
Alpha – 3 Years
2.09%
5.00%
Information Ratio – 3 Years
1.14
0.96
Volatility – 1 Year
18.17%
16.88%
Volatility – 3 Years
15.44%
15.62%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
0.32
0.34
Sharpe Ratio – 3 Years
0.69
0.81
Worst Rolling Year
13.56%
16.97%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−19.52%
−19.30%
Recovery Period
518 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
15
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Portfolio P/E
—
—
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
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Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –