Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
6.38%
6 Months
7.76%
30.29%
1 Year
8.69%
21.45%
3 Years
14.17%
18.94%
5 Years
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—
Since Inception
18.23%
23.25%
Fund Age
3 yrs 4 mo
3 yrs 1 mo
AUM
₹10.3 Cr
₹185.04 Cr
Alpha – 1 Year
3.97%
16.73%
Alpha – 3 Years
2.09%
6.85%
Information Ratio – 3 Years
1.14
0.59
Volatility – 1 Year
18.17%
29.11%
Volatility – 3 Years
15.44%
25.42%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.32
0.62
Sharpe Ratio – 3 Years
0.69
0.60
Worst Rolling Year
13.56%
18.95%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−19.52%
−27.74%
Recovery Period
518 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
15
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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Fixed Fee
1.10% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%