Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
23.68%
6.20%
1 Year
18.36%
9.45%
3 Years
19.56%
11.74%
5 Years
16.83%
—
Since Inception
14.91%
12.77%
Fund Age
9 yrs 3 mo
3 yrs 7 mo
AUM
₹884.23 Cr
₹223.43 Cr
Alpha – 1 Year
13.64%
9.88%
Alpha – 3 Years
7.47%
3.17%
Information Ratio – 3 Years
0.73
0.40
Volatility – 1 Year
27.03%
16.24%
Volatility – 3 Years
23.64%
16.22%
Beta – 1 Year
1.39
0.89
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.55
0.30
Sharpe Ratio – 3 Years
0.71
0.44
Worst Rolling Year
-7.52%
11.49%
Value at Worst Rolling Year
₹0.92 Cr
₹1.11 Cr
Deepest Drawdown
−24.68%
−24.20%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 45% · M 31% · S 19%
Number of Stocks
18
96
Portfolio P/E
42.38
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%