Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
4.97%
6 Months
−2.07%
23.68%
1 Year
−0.17%
18.36%
3 Years
9.32%
19.56%
5 Years
7.90%
16.83%
Since Inception
11.39%
14.91%
Fund Age
7 yrs 6 mo
9 yrs 3 mo
AUM
₹2.61 Cr
₹884.23 Cr
Alpha – 1 Year
0.18%
13.64%
Alpha – 3 Years
0.32%
7.47%
Information Ratio – 3 Years
0.24
0.73
Volatility – 1 Year
16.91%
27.03%
Volatility – 3 Years
14.31%
23.64%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
1.01
1.25
Sharpe Ratio – 1 Year
-0.24
0.55
Sharpe Ratio – 3 Years
0.31
0.71
Worst Rolling Year
7.30%
-7.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−17.23%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
13.22%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 14% · M 23% · S 57%
Number of Stocks
26
18
Portfolio P/E
24.76
42.38
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%