Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
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
4.50%
4.97%
6 Months
20.10%
23.68%
1 Year
15.30%
18.36%
3 Years
16.40%
19.56%
5 Years
14.80%
16.83%
Since Inception
22.20%
14.91%
Fund Age
14 yrs 10 mo
9 yrs 3 mo
AUM
₹454.6 Cr
₹884.23 Cr
Alpha – 1 Year
10.60%
13.64%
Alpha – 3 Years
4.30%
7.47%
Information Ratio – 3 Years
0.46
0.73
Volatility – 1 Year
22.61%
27.03%
Volatility – 3 Years
21.60%
23.64%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.17
1.25
Sharpe Ratio – 1 Year
0.50
0.55
Sharpe Ratio – 3 Years
0.56
0.71
Worst Rolling Year
-9.11%
-7.52%
Value at Worst Rolling Year
₹0.91 Cr
₹0.92 Cr
Deepest Drawdown
−24.77%
−24.68%
Recovery Period
487 days
97 days
1-Year Rolling Windows Positive
95.79%
91.90%
Median Rolling Year
24.63%
22.43%
5-Year Rolling Windows Positive
99.16%
100.00%
Market-Cap Mix
L 1% · M 29% · S 69%
L 14% · M 23% · S 57%
Number of Stocks
222
18
Portfolio P/E
—
42.38
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
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 · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%