Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
5.68%
6 Months
7.76%
10.98%
1 Year
8.69%
10.72%
3 Years
14.17%
15.83%
5 Years
—
13.58%
Since Inception
18.23%
14.48%
Fund Age
3 yrs 4 mo
21 yrs 11 mo
AUM
₹10.3 Cr
₹8.51 Cr
Alpha – 1 Year
3.97%
6.00%
Alpha – 3 Years
2.09%
3.74%
Information Ratio – 3 Years
1.14
0.71
Volatility – 1 Year
18.17%
16.38%
Volatility – 3 Years
15.44%
14.45%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.99
0.89
Sharpe Ratio – 1 Year
0.32
0.33
Sharpe Ratio – 3 Years
0.69
0.72
Worst Rolling Year
13.56%
-12.28%
Value at Worst Rolling Year
₹1.14 Cr
₹0.88 Cr
Deepest Drawdown
−19.52%
−17.66%
Recovery Period
518 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
15.40%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
15
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%