Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Motilal Oswal - Ethical
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%
1.53%
6 Months
7.76%
18.13%
1 Year
8.69%
13.15%
3 Years
14.17%
14.12%
5 Years
—
11.96%
Since Inception
18.23%
13.25%
Fund Age
3 yrs 4 mo
5 yrs 1 mo
AUM
₹10.3 Cr
₹77.09 Cr
Alpha – 1 Year
3.97%
10.17%
Alpha – 3 Years
2.09%
2.24%
Information Ratio – 3 Years
1.14
0.36
Volatility – 1 Year
18.17%
23.76%
Volatility – 3 Years
15.44%
19.81%
Beta – 1 Year
1.03
1.23
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.32
0.40
Sharpe Ratio – 3 Years
0.69
0.50
Worst Rolling Year
13.56%
8.04%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−19.52%
−27.15%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
15
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%