Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
−0.96%
6 Months
7.76%
−5.85%
1 Year
8.69%
1.08%
3 Years
14.17%
1.92%
5 Years
—
1.54%
Since Inception
18.23%
4.73%
Fund Age
3 yrs 4 mo
9 yrs 11 mo
AUM
₹10.3 Cr
₹4.85 Cr
Alpha – 1 Year
3.97%
−8.50%
Alpha – 3 Years
2.09%
−7.97%
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
18.17%
9.90%
Volatility – 3 Years
15.44%
26.17%
Beta – 1 Year
1.03
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.32
-0.53
Sharpe Ratio – 3 Years
0.69
0.01
Worst Rolling Year
13.56%
2.80%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−19.52%
−28.72%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
15
—
Portfolio P/E
—
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
—
—
Fixed Fee
1.10% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%