Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Bonanza - Edge
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%
4.43%
6 Months
23.68%
22.24%
1 Year
18.36%
21.33%
3 Years
19.56%
15.83%
5 Years
16.83%
20.63%
Since Inception
14.91%
19.53%
Fund Age
9 yrs 3 mo
11 yrs
AUM
₹884.23 Cr
₹101.92 Cr
Alpha – 1 Year
13.64%
21.68%
Alpha – 3 Years
7.47%
6.83%
Information Ratio – 3 Years
0.73
0.61
Volatility – 1 Year
27.03%
21.87%
Volatility – 3 Years
23.64%
21.68%
Beta – 1 Year
1.39
1.10
Beta – 3 Years
1.25
1.12
Sharpe Ratio – 1 Year
0.55
0.75
Sharpe Ratio – 3 Years
0.71
0.65
Worst Rolling Year
-7.52%
-17.09%
Value at Worst Rolling Year
₹0.92 Cr
₹0.83 Cr
Deepest Drawdown
−24.68%
−27.12%
Recovery Period
97 days
148 days
1-Year Rolling Windows Positive
91.90%
79.34%
Median Rolling Year
22.43%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 15% · M 12% · S 59%
Number of Stocks
18
65
Portfolio P/E
42.38
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%