Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Care PMS - Large & Midcap Strategy
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%
−1.86%
6 Months
23.68%
0.50%
1 Year
18.36%
6.34%
3 Years
19.56%
19.74%
5 Years
16.83%
16.62%
Since Inception
14.91%
20.10%
Fund Age
9 yrs 3 mo
6 yrs 1 mo
AUM
₹884.23 Cr
₹56.91 Cr
Alpha – 1 Year
13.64%
1.64%
Alpha – 3 Years
7.47%
7.64%
Information Ratio – 3 Years
0.73
0.90
Volatility – 1 Year
27.03%
16.52%
Volatility – 3 Years
23.64%
17.18%
Beta – 1 Year
1.39
0.89
Beta – 3 Years
1.25
1.04
Sharpe Ratio – 1 Year
0.55
0.14
Sharpe Ratio – 3 Years
0.71
0.84
Worst Rolling Year
-7.52%
18.93%
Value at Worst Rolling Year
₹0.92 Cr
₹1.19 Cr
Deepest Drawdown
−24.68%
−18.72%
Recovery Period
97 days
245 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 59% · M 40%
Number of Stocks
18
20
Portfolio P/E
42.38
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%