Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
7.76%
9.93%
1 Year
8.69%
7.49%
3 Years
14.17%
9.34%
5 Years
—
—
Since Inception
18.23%
11.87%
Fund Age
3 yrs 4 mo
4 yrs 7 mo
AUM
₹10.3 Cr
₹1,953.44 Cr
Alpha – 1 Year
3.97%
2.77%
Alpha – 3 Years
2.09%
−2.75%
Information Ratio – 3 Years
1.14
-0.26
Volatility – 1 Year
18.17%
19.15%
Volatility – 3 Years
15.44%
16.91%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.99
1.03
Sharpe Ratio – 1 Year
0.32
0.19
Sharpe Ratio – 3 Years
0.69
0.30
Worst Rolling Year
13.56%
8.22%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−19.52%
−20.91%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 17% · M 8% · S 75%
Number of Stocks
15
—
Portfolio P/E
—
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
—
—
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—