Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs ProfitGate Classic Compounders Equity Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
ProfitGate Classic Compounders Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.00%
6.18%
6 Months
2.30%
11.87%
1 Year
14.70%
10.80%
3 Years
—
—
5 Years
—
—
Since Inception
11.00%
15.20%
Fund Age
16 mo
3 yrs
AUM
₹82.94 Cr
₹683.44 Cr
Alpha – 1 Year
7.80%
6.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.53%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.69
1.09
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.33
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
15
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%