Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
0.36%
6 Months
7.76%
5.01%
1 Year
8.69%
−5.33%
3 Years
14.17%
1.25%
5 Years
—
−1.56%
Since Inception
18.23%
10.94%
Fund Age
3 yrs 4 mo
6 yrs 11 mo
AUM
₹10.3 Cr
₹122.91 Cr
Alpha – 1 Year
3.97%
−8.31%
Alpha – 3 Years
2.09%
−10.64%
Information Ratio – 3 Years
1.14
-0.98
Volatility – 1 Year
18.17%
16.35%
Volatility – 3 Years
15.44%
16.88%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.32
-0.59
Sharpe Ratio – 3 Years
0.69
-0.17
Worst Rolling Year
13.56%
-5.79%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−19.52%
−20.60%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
15.40%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
15
—
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
1.10% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%