Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Bonanza - Growth
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%
3.68%
6 Months
23.68%
−1.81%
1 Year
18.36%
5.85%
3 Years
19.56%
8.65%
5 Years
16.83%
7.90%
Since Inception
14.91%
16.09%
Fund Age
9 yrs 3 mo
16 yrs 4 mo
AUM
₹884.23 Cr
₹22.08 Cr
Alpha – 1 Year
13.64%
6.20%
Alpha – 3 Years
7.47%
−0.35%
Information Ratio – 3 Years
0.73
0.11
Volatility – 1 Year
27.03%
17.32%
Volatility – 3 Years
23.64%
15.11%
Beta – 1 Year
1.39
0.79
Beta – 3 Years
1.25
0.87
Sharpe Ratio – 1 Year
0.55
0.10
Sharpe Ratio – 3 Years
0.71
0.36
Worst Rolling Year
-7.52%
0.88%
Value at Worst Rolling Year
₹0.92 Cr
₹1.01 Cr
Deepest Drawdown
−24.68%
−17.79%
Recovery Period
97 days
297 days
1-Year Rolling Windows Positive
91.90%
99.98%
Median Rolling Year
22.43%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 22% · M 16% · S 47%
Number of Stocks
18
37
Portfolio P/E
42.38
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%