Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
4.05%
6 Months
5.44%
6.73%
1 Year
8.55%
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
13.60%
37.04%
Fund Age
2 yrs 9 mo
3 yrs
AUM
₹1.41 Cr
₹174.65 Cr
Alpha – 1 Year
3.83%
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
17.87%
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.03
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
0.27
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
−13.69%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%