Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
1.09%
6 Months
7.76%
3.47%
1 Year
8.69%
−3.80%
3 Years
14.17%
11.26%
5 Years
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Since Inception
18.23%
13.40%
Fund Age
3 yrs 4 mo
3 yrs 11 mo
AUM
₹10.3 Cr
₹143.29 Cr
Alpha – 1 Year
3.97%
−6.78%
Alpha – 3 Years
2.09%
−0.63%
Information Ratio – 3 Years
1.14
-0.10
Volatility – 1 Year
18.17%
15.14%
Volatility – 3 Years
15.44%
16.91%
Beta – 1 Year
1.03
0.83
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
0.32
-0.54
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
13.56%
11.18%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−19.52%
−27.14%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
17.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
15
50
Portfolio P/E
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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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
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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%