Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Tamohara - TIOS
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%
3.29%
6 Months
7.76%
14.68%
1 Year
8.69%
11.65%
3 Years
14.17%
7.09%
5 Years
—
8.41%
Since Inception
18.23%
10.45%
Fund Age
3 yrs 4 mo
10 yrs 5 mo
AUM
₹10.3 Cr
₹24.48 Cr
Alpha – 1 Year
3.97%
12.00%
Alpha – 3 Years
2.09%
−1.90%
Information Ratio – 3 Years
1.14
-0.12
Volatility – 1 Year
18.17%
20.48%
Volatility – 3 Years
15.44%
16.32%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.32
0.36
Sharpe Ratio – 3 Years
0.69
0.15
Worst Rolling Year
13.56%
-5.06%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−19.52%
−24.00%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
15.40%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
15
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –