Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
2.64%
6 Months
7.76%
5.29%
1 Year
8.69%
2.64%
3 Years
14.17%
8.64%
5 Years
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Since Inception
18.23%
12.31%
Fund Age
3 yrs 4 mo
3 yrs 11 mo
AUM
₹10.3 Cr
₹56.94 Cr
Alpha – 1 Year
3.97%
−2.08%
Alpha – 3 Years
2.09%
−3.45%
Information Ratio – 3 Years
1.14
-0.33
Volatility – 1 Year
18.17%
19.56%
Volatility – 3 Years
15.44%
17.76%
Beta – 1 Year
1.03
1.08
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
0.32
-0.05
Sharpe Ratio – 3 Years
0.69
0.31
Worst Rolling Year
13.56%
8.64%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−19.52%
−25.57%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
15
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%