Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.69%
2.70%
6 Months
5.44%
4.80%
1 Year
8.55%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
13.60%
2.40%
Fund Age
2 yrs 9 mo
17 mo
AUM
₹1.41 Cr
₹16.3 Cr
Alpha – 1 Year
3.83%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.87%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−14.81%
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 61% · M 36%
Number of Stocks
14
25
Portfolio P/E
—
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
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Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
1.10% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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