Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Solidarity Advisors - Prudence
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%
8.45%
6 Months
7.76%
29.49%
1 Year
8.69%
37.09%
3 Years
14.17%
18.49%
5 Years
—
12.39%
Since Inception
18.23%
18.64%
Fund Age
3 yrs 4 mo
10 yrs 3 mo
AUM
₹10.3 Cr
₹1,760.35 Cr
Alpha – 1 Year
3.97%
32.37%
Alpha – 3 Years
2.09%
6.40%
Information Ratio – 3 Years
1.14
0.52
Volatility – 1 Year
18.17%
25.02%
Volatility – 3 Years
15.44%
18.27%
Beta – 1 Year
1.03
1.22
Beta – 3 Years
0.99
0.89
Sharpe Ratio – 1 Year
0.32
1.18
Sharpe Ratio – 3 Years
0.69
0.74
Worst Rolling Year
13.56%
-0.28%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−19.52%
−13.15%
Recovery Period
518 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
15.40%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
15
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%