Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
3.12%
6 Months
5.44%
8.08%
1 Year
8.55%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
13.60%
19.84%
Fund Age
2 yrs 9 mo
6 yrs 11 mo
AUM
₹1.41 Cr
₹3.18 Cr
Alpha – 1 Year
3.83%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
17.87%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.27
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.69%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
14
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –