Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
7.76%
2.17%
1 Year
8.69%
7.07%
3 Years
14.17%
15.12%
5 Years
—
—
Since Inception
18.23%
19.80%
Fund Age
3 yrs 4 mo
7 yrs 3 mo
AUM
₹10.3 Cr
₹7.19 Cr
Alpha – 1 Year
3.97%
7.50%
Alpha – 3 Years
2.09%
6.56%
Information Ratio – 3 Years
1.14
1.22
Volatility – 1 Year
18.17%
19.38%
Volatility – 3 Years
15.44%
16.31%
Beta – 1 Year
1.03
1.18
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.32
0.17
Sharpe Ratio – 3 Years
0.69
0.62
Worst Rolling Year
13.56%
14.31%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
−17.66%
Recovery Period
518 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
15
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –