Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Avestha - Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
0.64%
6 Months
5.44%
21.51%
1 Year
8.55%
15.87%
3 Years
—
14.38%
5 Years
—
17.96%
Since Inception
13.60%
16.82%
Fund Age
2 yrs 9 mo
8 yrs 9 mo
AUM
₹1.41 Cr
₹1,503.25 Cr
Alpha – 1 Year
3.83%
11.15%
Alpha – 3 Years
—
2.29%
Information Ratio – 3 Years
—
0.39
Volatility – 1 Year
17.87%
27.51%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
1.03
1.48
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.27
0.47
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
1.64%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−13.69%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
14
17
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%