Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Ckredence-All Weather Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.69%
3.56%
6 Months
5.44%
14.31%
1 Year
8.55%
23.04%
3 Years
—
17.41%
5 Years
—
14.44%
Since Inception
13.60%
16.04%
Fund Age
2 yrs 9 mo
5 yrs 2 mo
AUM
₹1.41 Cr
₹246.55 Cr
Alpha – 1 Year
3.83%
18.32%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
17.87%
16.66%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
1.03
0.91
Beta – 3 Years
—
0.83
Sharpe Ratio – 1 Year
0.27
1.02
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
13.49%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−13.69%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 31% · M 25% · S 41%
Number of Stocks
14
33
Portfolio P/E
—
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
—
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
1.10% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%