Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Right Horizons - Flexi Cap
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%
4.94%
6 Months
7.76%
11.49%
1 Year
8.69%
3.89%
3 Years
14.17%
8.19%
5 Years
—
11.02%
Since Inception
18.23%
10.97%
Fund Age
3 yrs 4 mo
13 yrs 8 mo
AUM
₹10.3 Cr
₹360.51 Cr
Alpha – 1 Year
3.97%
0.91%
Alpha – 3 Years
2.09%
−3.69%
Information Ratio – 3 Years
1.14
-0.18
Volatility – 1 Year
18.17%
23.04%
Volatility – 3 Years
15.44%
19.34%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
0.32
0.04
Sharpe Ratio – 3 Years
0.69
0.30
Worst Rolling Year
13.56%
-8.10%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−19.52%
−30.43%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
15.40%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
15
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%