Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Asit C Mehta - Ace Multi-asset Portfolio
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
4.97%
1.26%
6 Months
23.68%
8.39%
1 Year
18.36%
14.45%
3 Years
19.56%
20.39%
5 Years
16.83%
20.20%
Since Inception
14.91%
16.82%
Fund Age
9 yrs 3 mo
7 yrs 10 mo
AUM
₹884.23 Cr
₹12.77 Cr
Alpha – 1 Year
13.64%
7.59%
Alpha – 3 Years
7.47%
9.35%
Information Ratio – 3 Years
0.73
0.38
Volatility – 1 Year
27.03%
12.27%
Volatility – 3 Years
23.64%
16.07%
Beta – 1 Year
1.39
1.23
Beta – 3 Years
1.25
1.51
Sharpe Ratio – 1 Year
0.55
0.74
Sharpe Ratio – 3 Years
0.71
0.80
Worst Rolling Year
-7.52%
6.14%
Value at Worst Rolling Year
₹0.92 Cr
₹1.06 Cr
Deepest Drawdown
−24.68%
−17.38%
Recovery Period
97 days
243 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 22% · M 19% · S 28%
Number of Stocks
18
23
Portfolio P/E
42.38
26.00
Top 5 Holdings
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%