Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
−0.91%
6 Months
7.76%
−6.35%
1 Year
8.69%
3.05%
3 Years
14.17%
10.74%
5 Years
—
13.00%
Since Inception
18.23%
14.74%
Fund Age
3 yrs 4 mo
7 yrs 8 mo
AUM
₹10.3 Cr
₹460.92 Cr
Alpha – 1 Year
3.97%
3.40%
Alpha – 3 Years
2.09%
1.74%
Information Ratio – 3 Years
1.14
0.33
Volatility – 1 Year
18.17%
15.87%
Volatility – 3 Years
15.44%
14.99%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.32
-0.07
Sharpe Ratio – 3 Years
0.69
0.41
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
—
Recovery Period
518 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
1.10% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%