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Anand Rathi Advisors - IDEAA PMS vs FIRST--Aggressive strategy

Anand Rathi Advisors - IDEAA PMS

FIRST--Aggressive strategy

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Growth of ₹1 Crore

Anand Rathi Advisors - IDEAA PMS

FIRST--Aggressive 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%

FIRST--Aggressive strategy

9.5% • vol 0.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.00%

0.88%

6 Months

2.30%

4.66%

1 Year

14.70%

9.49%

3 Years

—

5 Years

—

Since Inception

11.00%

10.59%

Fund Age

16 mo

2 yrs 4 mo

AUM

₹82.94 Cr

₹70.89 Cr

Alpha – 1 Year

7.80%

4.29%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.53%

0.86%

Volatility – 3 Years

—

Beta – 1 Year

1.69

0.22

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.57

4.61

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

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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