Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Money Life - Mas Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
2.70%
6 Months
5.44%
18.50%
1 Year
8.55%
9.19%
3 Years
—
14.83%
5 Years
—
14.00%
Since Inception
13.60%
21.97%
Fund Age
2 yrs 9 mo
6 yrs 10 mo
AUM
₹1.41 Cr
₹147.62 Cr
Alpha – 1 Year
3.83%
9.54%
Alpha – 3 Years
—
5.83%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
17.87%
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
1.03
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.27
0.27
Sharpe Ratio – 3 Years
—
0.51
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
—
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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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%