Compare Schemes

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

Anand Rathi Advisors - IDEAA PMS

FIRST--Conservative strategy

Add Scheme

Growth of ₹1 Crore

Anand Rathi Advisors - IDEAA PMS

FIRST--Conservative 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--Conservative strategy

7.9% • vol 1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.00%

0.40%

6 Months

2.30%

3.69%

1 Year

14.70%

7.91%

3 Years

—

5 Years

—

Since Inception

11.00%

8.72%

Fund Age

16 mo

2 yrs 2 mo

AUM

₹82.94 Cr

₹14.07 Cr

Alpha – 1 Year

7.80%

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.53%

1.00%

Volatility – 3 Years

—

Beta – 1 Year

1.69

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.57

2.29

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

0.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

1% / – / –

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.