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Anand Rathi Advisors - Flexicap Strategy vs Equirus Flexi Cap Fund

Anand Rathi Advisors - Flexicap Strategy

Equirus Flexi Cap Fund

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Growth of ₹1 Crore

Anand Rathi Advisors - Flexicap Strategy

Equirus Flexi Cap Fund

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

Anand Rathi Advisors - Flexicap Strategy

8.6% • vol 17.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.69%

4.91%

6 Months

5.44%

10.01%

1 Year

8.55%

—

3 Years

—

5 Years

—

Since Inception

13.60%

14.65%

Fund Age

2 yrs 9 mo

9 mo

AUM

₹1.41 Cr

₹122.25 Cr

Alpha – 1 Year

3.83%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.87%

—

Volatility – 3 Years

—

Beta – 1 Year

1.03

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.27

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−13.69%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 27% · M 14% · S 55%

Number of Stocks

Portfolio P/E

—

31.90

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%

Thangamayil Jewellery Ltd · 7.86%

Blue Star Ltd · 5.43%

R R Kabel Ltd · 5.41%

United Foodbrands Ltd · 4.60%

Welspun Corp Ltd · 4.59%

Top Sectors

—

Fixed Fee

1.10% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

2% / 1% / –

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