Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
7.76%
19.55%
1 Year
8.69%
11.69%
3 Years
14.17%
15.46%
5 Years
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Since Inception
18.23%
23.05%
Fund Age
3 yrs 4 mo
3 yrs 4 mo
AUM
₹10.3 Cr
₹95.08 Cr
Alpha – 1 Year
3.97%
8.71%
Alpha – 3 Years
2.09%
3.58%
Information Ratio – 3 Years
1.14
0.52
Volatility – 1 Year
18.17%
27.25%
Volatility – 3 Years
15.44%
23.29%
Beta – 1 Year
1.03
1.44
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
0.32
0.33
Sharpe Ratio – 3 Years
0.69
0.66
Worst Rolling Year
13.56%
15.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−19.52%
−32.01%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
15
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Portfolio P/E
—
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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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%