Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
1.12%
6 Months
5.44%
9.15%
1 Year
8.55%
11.50%
3 Years
—
15.21%
5 Years
—
—
Since Inception
13.60%
17.99%
Fund Age
2 yrs 9 mo
3 yrs 4 mo
AUM
₹1.41 Cr
₹113.51 Cr
Alpha – 1 Year
3.83%
11.85%
Alpha – 3 Years
—
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
17.87%
21.57%
Volatility – 3 Years
—
16.25%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.27
0.37
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
14.24%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.69%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 28% · S 38%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%