Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Buoyant - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.69%
1.73%
6 Months
5.44%
2.87%
1 Year
8.55%
8.13%
3 Years
—
16.18%
5 Years
—
18.39%
Since Inception
13.60%
20.76%
Fund Age
2 yrs 9 mo
10 yrs
AUM
₹1.41 Cr
₹12,257.23 Cr
Alpha – 1 Year
3.83%
5.15%
Alpha – 3 Years
—
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
17.87%
17.45%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
1.03
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.27
0.22
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.69%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
14
40
Portfolio P/E
—
24.82
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
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%
0% / 0% / 0%