Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
7.76%
8.08%
1 Year
8.69%
10.16%
3 Years
14.17%
15.60%
5 Years
—
—
Since Inception
18.23%
19.84%
Fund Age
3 yrs 4 mo
6 yrs 11 mo
AUM
₹10.3 Cr
₹3.18 Cr
Alpha – 1 Year
3.97%
7.18%
Alpha – 3 Years
2.09%
3.72%
Information Ratio – 3 Years
1.14
0.60
Volatility – 1 Year
18.17%
19.93%
Volatility – 3 Years
15.44%
18.09%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.32
0.31
Sharpe Ratio – 3 Years
0.69
0.60
Worst Rolling Year
13.56%
14.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−19.52%
−19.38%
Recovery Period
518 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
15
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –