Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Renaissance - Midcap 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%
3.30%
6 Months
7.76%
9.86%
1 Year
8.69%
0.86%
3 Years
14.17%
8.29%
5 Years
—
15.11%
Since Inception
18.23%
11.40%
Fund Age
3 yrs 4 mo
8 yrs 7 mo
AUM
₹10.3 Cr
₹119.22 Cr
Alpha – 1 Year
3.97%
1.21%
Alpha – 3 Years
2.09%
−0.71%
Information Ratio – 3 Years
1.14
-0.05
Volatility – 1 Year
18.17%
21.27%
Volatility – 3 Years
15.44%
19.22%
Beta – 1 Year
1.03
1.20
Beta – 3 Years
0.99
1.19
Sharpe Ratio – 1 Year
0.32
-0.10
Sharpe Ratio – 3 Years
0.69
0.25
Worst Rolling Year
13.56%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−19.52%
−29.07%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
15.40%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
15
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%