Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Phillip Income Builder Portfolio
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%
0.82%
6 Months
7.76%
5.10%
1 Year
8.69%
10.73%
3 Years
14.17%
13.62%
5 Years
—
—
Since Inception
18.23%
13.76%
Fund Age
3 yrs 4 mo
3 yrs
AUM
₹10.3 Cr
₹261.91 Cr
Alpha – 1 Year
3.97%
5.53%
Alpha – 3 Years
2.09%
6.73%
Information Ratio – 3 Years
1.14
2.55
Volatility – 1 Year
18.17%
1.39%
Volatility – 3 Years
15.44%
1.55%
Beta – 1 Year
1.03
0.39
Beta – 3 Years
0.99
0.13
Sharpe Ratio – 1 Year
0.32
3.51
Sharpe Ratio – 3 Years
0.69
4.91
Worst Rolling Year
13.56%
13.63%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
—
Recovery Period
518 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
13.72%
5-Year Rolling Windows Positive
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—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
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—
Fixed Fee
1.10% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%