Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
2.00%
6 Months
5.44%
4.51%
1 Year
8.55%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
13.60%
24.96%
Fund Age
2 yrs 9 mo
4 yrs 7 mo
AUM
₹1.41 Cr
₹136 Cr
Alpha – 1 Year
3.83%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
17.87%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
1.03
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.27
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−13.69%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 53% · M 22% · S 20%
Number of Stocks
14
18
Portfolio P/E
—
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
1.10% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%