Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.69%
1.20%
6 Months
5.44%
13.72%
1 Year
8.55%
3.07%
3 Years
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—
5 Years
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Since Inception
13.60%
−0.94%
Fund Age
2 yrs 9 mo
14 mo
AUM
₹1.41 Cr
₹136.71 Cr
Alpha – 1 Year
3.83%
−1.65%
Alpha – 3 Years
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—
Information Ratio – 3 Years
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—
Volatility – 1 Year
17.87%
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.05
Sharpe Ratio – 3 Years
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—
Worst Rolling Year
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—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−22.05%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
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M 20% · S 80%
Number of Stocks
14
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Portfolio P/E
—
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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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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