Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
IFM Flexicap Growth Fund
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%
1.96%
6 Months
5.44%
11.95%
1 Year
8.55%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
13.60%
0.34%
Fund Age
2 yrs 9 mo
13 mo
AUM
₹1.41 Cr
₹18.23 Cr
Alpha – 1 Year
3.83%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.87%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 48% · M 3% · S 35%
Number of Stocks
14
13
Portfolio P/E
—
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
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Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
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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