Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
SHREE RAMA MANAGERS - Shree Vriddhi 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%
−3.00%
6 Months
7.76%
11.07%
1 Year
8.69%
9.25%
3 Years
14.17%
3.01%
5 Years
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Since Inception
18.23%
10.50%
Fund Age
3 yrs 4 mo
4 yrs 2 mo
AUM
₹10.3 Cr
₹74.56 Cr
Alpha – 1 Year
3.97%
6.27%
Alpha – 3 Years
2.09%
−8.88%
Information Ratio – 3 Years
1.14
-0.48
Volatility – 1 Year
18.17%
15.51%
Volatility – 3 Years
15.44%
18.23%
Beta – 1 Year
1.03
0.71
Beta – 3 Years
0.99
0.88
Sharpe Ratio – 1 Year
0.32
0.29
Sharpe Ratio – 3 Years
0.69
-0.05
Worst Rolling Year
13.56%
3.02%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−19.52%
−41.63%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
9.99%
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%