Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
NMR GROWTH STRATEGY
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%
5.30%
6 Months
7.76%
39.16%
1 Year
8.69%
20.20%
3 Years
14.17%
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5 Years
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Since Inception
18.23%
17.87%
Fund Age
3 yrs 4 mo
19 mo
AUM
₹10.3 Cr
₹82.38 Cr
Alpha – 1 Year
3.97%
15.48%
Alpha – 3 Years
2.09%
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Information Ratio – 3 Years
1.14
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Volatility – 1 Year
18.17%
34.86%
Volatility – 3 Years
15.44%
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Beta – 1 Year
1.03
1.65
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.32
0.53
Sharpe Ratio – 3 Years
0.69
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Worst Rolling Year
13.56%
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Value at Worst Rolling Year
₹1.14 Cr
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Deepest Drawdown
−19.52%
−24.64%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
15.40%
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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