Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
−1.22%
6 Months
23.68%
5.87%
1 Year
18.36%
2.35%
3 Years
19.56%
13.67%
5 Years
16.83%
15.58%
Since Inception
14.91%
16.64%
Fund Age
9 yrs 3 mo
5 yrs 6 mo
AUM
₹884.23 Cr
₹756.71 Cr
Alpha – 1 Year
13.64%
−0.63%
Alpha – 3 Years
7.47%
1.78%
Information Ratio – 3 Years
0.73
0.09
Volatility – 1 Year
27.03%
15.74%
Volatility – 3 Years
23.64%
14.36%
Beta – 1 Year
1.39
0.82
Beta – 3 Years
1.25
0.84
Sharpe Ratio – 1 Year
0.55
-0.13
Sharpe Ratio – 3 Years
0.71
0.59
Worst Rolling Year
-7.52%
13.38%
Value at Worst Rolling Year
₹0.92 Cr
₹1.13 Cr
Deepest Drawdown
−24.68%
−15.74%
Recovery Period
97 days
475 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 23% · S 57%
L 43% · M 8% · S 37%
Number of Stocks
18
26
Portfolio P/E
42.38
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%