Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Capitalmind - Surge India
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%
−2.53%
6 Months
23.68%
2.18%
1 Year
18.36%
−4.96%
3 Years
19.56%
15.69%
5 Years
16.83%
15.58%
Since Inception
14.91%
10.95%
Fund Age
9 yrs 3 mo
8 yrs 8 mo
AUM
₹884.23 Cr
₹649.19 Cr
Alpha – 1 Year
13.64%
−4.53%
Alpha – 3 Years
7.47%
7.12%
Information Ratio – 3 Years
0.73
0.60
Volatility – 1 Year
27.03%
15.34%
Volatility – 3 Years
23.64%
18.43%
Beta – 1 Year
1.39
0.74
Beta – 3 Years
1.25
0.99
Sharpe Ratio – 1 Year
0.55
-0.61
Sharpe Ratio – 3 Years
0.71
0.59
Worst Rolling Year
-7.52%
-6.10%
Value at Worst Rolling Year
₹0.92 Cr
₹0.94 Cr
Deepest Drawdown
−24.68%
−22.16%
Recovery Period
97 days
122 days
1-Year Rolling Windows Positive
91.90%
91.42%
Median Rolling Year
22.43%
20.85%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
—
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%