Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
0.87%
6 Months
23.68%
10.71%
1 Year
18.36%
14.18%
3 Years
19.56%
22.17%
5 Years
16.83%
23.46%
Since Inception
14.91%
19.11%
Fund Age
9 yrs 3 mo
8 yrs
AUM
₹884.23 Cr
₹120.99 Cr
Alpha – 1 Year
13.64%
9.46%
Alpha – 3 Years
7.47%
10.08%
Information Ratio – 3 Years
0.73
0.87
Volatility – 1 Year
27.03%
18.02%
Volatility – 3 Years
23.64%
20.69%
Beta – 1 Year
1.39
1.00
Beta – 3 Years
1.25
1.12
Sharpe Ratio – 1 Year
0.55
0.53
Sharpe Ratio – 3 Years
0.71
0.83
Worst Rolling Year
-7.52%
9.94%
Value at Worst Rolling Year
₹0.92 Cr
₹1.10 Cr
Deepest Drawdown
−24.68%
−25.91%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
32.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 20% · M 23% · S 47%
Number of Stocks
18
19
Portfolio P/E
42.38
29.90
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%
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%