Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
4.97%
6 Months
7.57%
23.68%
1 Year
24.83%
18.36%
3 Years
11.31%
19.56%
5 Years
11.03%
16.83%
Since Inception
14.72%
14.91%
Fund Age
7 yrs 4 mo
9 yrs 3 mo
AUM
₹2.98 Cr
₹884.23 Cr
Alpha – 1 Year
20.11%
13.64%
Alpha – 3 Years
−0.77%
7.47%
Information Ratio – 3 Years
-0.21
0.73
Volatility – 1 Year
23.09%
27.03%
Volatility – 3 Years
22.29%
23.64%
Beta – 1 Year
1.17
1.39
Beta – 3 Years
1.15
1.25
Sharpe Ratio – 1 Year
0.85
0.55
Sharpe Ratio – 3 Years
0.40
0.71
Worst Rolling Year
5.08%
-7.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−34.65%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
17.38%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 14% · M 23% · S 57%
Number of Stocks
10
18
Portfolio P/E
24.78
42.38
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%