Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
East Green-Agile Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
1.90%
6 Months
5.44%
23.62%
1 Year
8.55%
21.42%
3 Years
—
14.56%
5 Years
—
—
Since Inception
13.60%
16.17%
Fund Age
2 yrs 9 mo
3 yrs 1 mo
AUM
₹1.41 Cr
₹77.6 Cr
Alpha – 1 Year
3.83%
16.70%
Alpha – 3 Years
—
2.47%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
17.87%
21.73%
Volatility – 3 Years
—
20.33%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.27
0.76
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
14.63%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.69%
−24.36%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.67%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
14
—
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%
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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%