Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
2.21%
6 Months
7.76%
21.04%
1 Year
8.69%
21.34%
3 Years
14.17%
19.08%
5 Years
—
23.67%
Since Inception
18.23%
—
Fund Age
3 yrs 4 mo
6 yrs 4 mo
AUM
₹10.3 Cr
₹364.08 Cr
Alpha – 1 Year
3.97%
21.69%
Alpha – 3 Years
2.09%
10.08%
Information Ratio – 3 Years
1.14
0.52
Volatility – 1 Year
18.17%
32.28%
Volatility – 3 Years
15.44%
28.08%
Beta – 1 Year
1.03
1.47
Beta – 3 Years
0.99
1.60
Sharpe Ratio – 1 Year
0.32
0.58
Sharpe Ratio – 3 Years
0.69
0.57
Worst Rolling Year
13.56%
15.61%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−19.52%
−31.98%
Recovery Period
518 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
1.10% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%