Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
7.76%
15.63%
1 Year
8.69%
20.01%
3 Years
14.17%
17.10%
5 Years
—
15.64%
Since Inception
18.23%
13.05%
Fund Age
3 yrs 4 mo
8 yrs 11 mo
AUM
₹10.3 Cr
₹46.46 Cr
Alpha – 1 Year
3.97%
15.29%
Alpha – 3 Years
2.09%
5.01%
Information Ratio – 3 Years
1.14
0.88
Volatility – 1 Year
18.17%
20.61%
Volatility – 3 Years
15.44%
19.98%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.99
1.02
Sharpe Ratio – 1 Year
0.32
0.73
Sharpe Ratio – 3 Years
0.69
0.85
Worst Rolling Year
13.56%
-3.76%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
−19.52%
−27.72%
Recovery Period
518 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
15.40%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
15
25
Portfolio P/E
—
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%