Compare Schemes

Anand Rathi Advisors - IDEAA PMS vs Dezerv Equity Revival Strategy

Anand Rathi Advisors - IDEAA PMS

Dezerv Equity Revival Strategy

Add Scheme

Growth of ₹1 Crore

Anand Rathi Advisors - IDEAA PMS

Dezerv Equity Revival Strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 6.9%

Anand Rathi Advisors - IDEAA PMS

14.7% • vol 17.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.00%

0.80%

6 Months

2.30%

2.16%

1 Year

14.70%

5.26%

3 Years

—

13.42%

5 Years

—

Since Inception

11.00%

16.57%

Fund Age

16 mo

4 yrs 4 mo

AUM

₹82.94 Cr

₹7,112.14 Cr

Alpha – 1 Year

7.80%

0.54%

Alpha – 3 Years

—

1.33%

Information Ratio – 3 Years

—

Volatility – 1 Year

17.53%

—

Volatility – 3 Years

—

Beta – 1 Year

1.69

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.57

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.55%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.