Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Right Horizons - Alliance
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%
1.80%
6 Months
7.76%
2.80%
1 Year
8.69%
4.89%
3 Years
14.17%
12.23%
5 Years
—
10.64%
Since Inception
18.23%
8.93%
Fund Age
3 yrs 4 mo
12 yrs
AUM
₹10.3 Cr
₹134.76 Cr
Alpha – 1 Year
3.97%
−1.08%
Alpha – 3 Years
2.09%
1.34%
Information Ratio – 3 Years
1.14
0.07
Volatility – 1 Year
18.17%
10.79%
Volatility – 3 Years
15.44%
9.62%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.99
1.10
Sharpe Ratio – 1 Year
0.32
-0.01
Sharpe Ratio – 3 Years
0.69
0.69
Worst Rolling Year
13.56%
0.05%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−19.52%
−11.50%
Recovery Period
518 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
15.40%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
15
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.10% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –