Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Pace - Flexi
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%
0.57%
6 Months
7.76%
3.80%
1 Year
8.69%
20.95%
3 Years
14.17%
16.43%
5 Years
—
15.76%
Since Inception
18.23%
14.79%
Fund Age
3 yrs 4 mo
5 yrs 8 mo
AUM
₹10.3 Cr
₹116.87 Cr
Alpha – 1 Year
3.97%
13.41%
Alpha – 3 Years
2.09%
5.18%
Information Ratio – 3 Years
1.14
0.32
Volatility – 1 Year
18.17%
9.08%
Volatility – 3 Years
15.44%
12.28%
Beta – 1 Year
1.03
0.54
Beta – 3 Years
0.99
0.90
Sharpe Ratio – 1 Year
0.32
1.56
Sharpe Ratio – 3 Years
0.69
0.88
Worst Rolling Year
13.56%
10.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−19.52%
−18.39%
Recovery Period
518 days
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
15
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
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%