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Anand Rathi Advisors - Flexicap Strategy vs Omni Centurions

Anand Rathi Advisors - Flexicap Strategy

Omni Centurions

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Growth of ₹1 Crore

Anand Rathi Advisors - Flexicap Strategy

Omni Centurions

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

Anand Rathi Advisors - Flexicap Strategy

8.6% • vol 17.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.69%

−2.52%

6 Months

5.44%

2.26%

1 Year

8.55%

—

3 Years

—

5 Years

—

Since Inception

13.60%

−9.97%

Fund Age

2 yrs 9 mo

8 mo

AUM

₹1.41 Cr

₹6.08 Cr

Alpha – 1 Year

3.83%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.87%

—

Volatility – 3 Years

—

Beta – 1 Year

1.03

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.27

—

Sharpe Ratio – 3 Years

—

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

—

Market-Cap Mix

—

S 100%

Number of Stocks

Portfolio P/E

—

13.93

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%

Transport Corporation of India Ltd · 3.61%

Repco Home Finance Ltd · 3.61%

GIC Housing Finance Ltd · 3.61%

PNB Housing Finance Ltd · 3.61%

PTC India Ltd · 3.61%

Top Sectors

—

Construction · 35.57%

Services · 23.20%

Financial Services · 21.65%

Fixed Fee

1.10% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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