Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
ORO - All Weather Portfolio
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%
−0.19%
6 Months
7.76%
−0.42%
1 Year
8.69%
−4.58%
3 Years
14.17%
16.32%
5 Years
—
13.17%
Since Inception
18.23%
13.94%
Fund Age
3 yrs 4 mo
6 yrs 6 mo
AUM
₹10.3 Cr
₹13.16 Cr
Alpha – 1 Year
3.97%
−7.56%
Alpha – 3 Years
2.09%
4.42%
Information Ratio – 3 Years
1.14
0.49
Volatility – 1 Year
18.17%
16.90%
Volatility – 3 Years
15.44%
17.54%
Beta – 1 Year
1.03
0.86
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
0.32
-0.52
Sharpe Ratio – 3 Years
0.69
0.69
Worst Rolling Year
13.56%
3.91%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−19.52%
−19.46%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
15
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%