Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
−1.73%
6 Months
7.76%
6.62%
1 Year
8.69%
3.66%
3 Years
14.17%
7.96%
5 Years
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Since Inception
18.23%
12.37%
Fund Age
3 yrs 4 mo
4 yrs 2 mo
AUM
₹10.3 Cr
₹134.62 Cr
Alpha – 1 Year
3.97%
0.68%
Alpha – 3 Years
2.09%
−3.93%
Information Ratio – 3 Years
1.14
-0.10
Volatility – 1 Year
18.17%
21.69%
Volatility – 3 Years
15.44%
21.88%
Beta – 1 Year
1.03
1.14
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
0.32
0.02
Sharpe Ratio – 3 Years
0.69
0.21
Worst Rolling Year
13.56%
7.96%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−19.52%
−29.81%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
15.34%
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%
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Top Sectors
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Fixed Fee
1.10% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%