Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
0.25%
6 Months
5.44%
15.19%
1 Year
8.55%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
13.60%
25.09%
Fund Age
2 yrs 9 mo
3 yrs 5 mo
AUM
₹1.41 Cr
₹4,148.34 Cr
Alpha – 1 Year
3.83%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
17.87%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.27
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.69%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
14
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%