Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
East Green-Agile Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
1.90%
6 Months
2.30%
23.62%
1 Year
14.70%
21.42%
3 Years
—
14.56%
5 Years
—
—
Since Inception
11.00%
16.17%
Fund Age
16 mo
3 yrs 1 mo
AUM
₹82.94 Cr
₹77.6 Cr
Alpha – 1 Year
7.80%
16.70%
Alpha – 3 Years
—
2.47%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
17.53%
21.73%
Volatility – 3 Years
—
20.33%
Beta – 1 Year
1.69
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.57
0.76
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
14.63%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−12.55%
−24.36%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
15
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%