Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
2.69%
6 Months
5.44%
5.24%
1 Year
8.55%
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
13.60%
13.89%
Fund Age
2 yrs 9 mo
8 yrs 4 mo
AUM
₹1.41 Cr
₹921.15 Cr
Alpha – 1 Year
3.83%
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
17.87%
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
1.03
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.27
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.69%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 34% · M 28% · S 35%
Number of Stocks
14
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%