Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
7.76%
17.95%
1 Year
8.69%
21.71%
3 Years
14.17%
19.34%
5 Years
—
—
Since Inception
18.23%
19.34%
Fund Age
3 yrs 4 mo
3 yrs 6 mo
AUM
₹10.3 Cr
₹18.73 Cr
Alpha – 1 Year
3.97%
16.99%
Alpha – 3 Years
2.09%
7.25%
Information Ratio – 3 Years
1.14
0.85
Volatility – 1 Year
18.17%
22.22%
Volatility – 3 Years
15.44%
20.72%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.99
0.89
Sharpe Ratio – 1 Year
0.32
0.75
Sharpe Ratio – 3 Years
0.69
0.85
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
—
Recovery Period
518 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%