Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
CAPITAL MIND-All Weather Equity
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%
1.61%
6 Months
23.68%
4.03%
1 Year
18.36%
4.49%
3 Years
19.56%
14.35%
5 Years
16.83%
—
Since Inception
14.91%
16.62%
Fund Age
9 yrs 3 mo
4 yrs
AUM
₹884.23 Cr
₹303 Cr
Alpha – 1 Year
13.64%
4.92%
Alpha – 3 Years
7.47%
5.78%
Information Ratio – 3 Years
0.73
1.15
Volatility – 1 Year
27.03%
16.32%
Volatility – 3 Years
23.64%
14.15%
Beta – 1 Year
1.39
0.98
Beta – 3 Years
1.25
0.97
Sharpe Ratio – 1 Year
0.55
0.01
Sharpe Ratio – 3 Years
0.71
0.64
Worst Rolling Year
-7.52%
14.36%
Value at Worst Rolling Year
₹0.92 Cr
₹1.14 Cr
Deepest Drawdown
−24.68%
−16.17%
Recovery Period
97 days
245 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 23% · S 57%
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Number of Stocks
18
—
Portfolio P/E
42.38
—
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%
—
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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