Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
0.97%
6 Months
7.76%
6.33%
1 Year
8.69%
−0.99%
3 Years
14.17%
6.26%
5 Years
—
6.47%
Since Inception
18.23%
5.18%
Fund Age
3 yrs 4 mo
19 yrs 5 mo
AUM
₹10.3 Cr
₹95.89 Cr
Alpha – 1 Year
3.97%
2.51%
Alpha – 3 Years
2.09%
−2.73%
Information Ratio – 3 Years
1.14
-0.10
Volatility – 1 Year
18.17%
20.93%
Volatility – 3 Years
15.44%
17.77%
Beta – 1 Year
1.03
1.14
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.32
-0.20
Sharpe Ratio – 3 Years
0.69
0.23
Worst Rolling Year
13.56%
-21.50%
Value at Worst Rolling Year
₹1.14 Cr
₹0.79 Cr
Deepest Drawdown
−19.52%
−30.66%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
15.40%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
—
L 77% · M 12% · S 11%
Number of Stocks
15
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%