Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
10.24%
6 Months
7.76%
31.65%
1 Year
8.69%
26.47%
3 Years
14.17%
18.72%
5 Years
—
16.28%
Since Inception
18.23%
14.51%
Fund Age
3 yrs 4 mo
10 yrs 10 mo
AUM
₹10.3 Cr
₹423.36 Cr
Alpha – 1 Year
3.97%
21.75%
Alpha – 3 Years
2.09%
6.63%
Information Ratio – 3 Years
1.14
0.36
Volatility – 1 Year
18.17%
28.25%
Volatility – 3 Years
15.44%
24.90%
Beta – 1 Year
1.03
1.32
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.32
0.78
Sharpe Ratio – 3 Years
0.69
0.60
Worst Rolling Year
13.56%
-5.98%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−19.52%
−31.67%
Recovery Period
518 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
15.40%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 82%
Number of Stocks
15
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%