Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
7.76%
31.10%
1 Year
8.69%
52.47%
3 Years
14.17%
17.74%
5 Years
—
16.38%
Since Inception
18.23%
15.58%
Fund Age
3 yrs 4 mo
16 yrs 9 mo
AUM
₹10.3 Cr
₹132.42 Cr
Alpha – 1 Year
3.97%
47.75%
Alpha – 3 Years
2.09%
5.65%
Information Ratio – 3 Years
1.14
0.46
Volatility – 1 Year
18.17%
26.74%
Volatility – 3 Years
15.44%
21.32%
Beta – 1 Year
1.03
1.30
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.32
1.52
Sharpe Ratio – 3 Years
0.69
0.68
Worst Rolling Year
13.56%
-15.93%
Value at Worst Rolling Year
₹1.14 Cr
₹0.84 Cr
Deepest Drawdown
−19.52%
−20.79%
Recovery Period
518 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
15.40%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
15
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%