Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Sameeksha - Equity Fund
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%
−0.38%
6 Months
7.76%
11.48%
1 Year
8.69%
7.29%
3 Years
14.17%
16.29%
5 Years
—
16.45%
Since Inception
18.23%
20.67%
Fund Age
3 yrs 4 mo
10 yrs 4 mo
AUM
₹10.3 Cr
₹1,333.94 Cr
Alpha – 1 Year
3.97%
2.57%
Alpha – 3 Years
2.09%
4.20%
Information Ratio – 3 Years
1.14
0.52
Volatility – 1 Year
18.17%
21.33%
Volatility – 3 Years
15.44%
16.22%
Beta – 1 Year
1.03
1.18
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
0.32
0.18
Sharpe Ratio – 3 Years
0.69
0.69
Worst Rolling Year
13.56%
-0.52%
Value at Worst Rolling Year
₹1.14 Cr
₹0.99 Cr
Deepest Drawdown
−19.52%
−19.36%
Recovery Period
518 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
15.40%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
15
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
1.10% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%