Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
3.10%
6 Months
5.44%
4.24%
1 Year
8.55%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
13.60%
20.65%
Fund Age
2 yrs 9 mo
5 yrs
AUM
₹1.41 Cr
₹88.27 Cr
Alpha – 1 Year
3.83%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
—
1.38
Volatility – 1 Year
17.87%
20.96%
Volatility – 3 Years
—
18.52%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.27
0.60
Sharpe Ratio – 3 Years
—
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−13.69%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 45% · S 35%
Number of Stocks
14
25
Portfolio P/E
—
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
—
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%