Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
2.00%
6 Months
23.68%
4.51%
1 Year
18.36%
15.12%
3 Years
19.56%
22.90%
5 Years
16.83%
—
Since Inception
14.91%
24.96%
Fund Age
9 yrs 3 mo
4 yrs 7 mo
AUM
₹884.23 Cr
₹136 Cr
Alpha – 1 Year
13.64%
10.40%
Alpha – 3 Years
7.47%
10.82%
Information Ratio – 3 Years
0.73
1.17
Volatility – 1 Year
27.03%
19.24%
Volatility – 3 Years
23.64%
20.81%
Beta – 1 Year
1.39
1.07
Beta – 3 Years
1.25
1.25
Sharpe Ratio – 1 Year
0.55
0.55
Sharpe Ratio – 3 Years
0.71
0.85
Worst Rolling Year
-7.52%
21.90%
Value at Worst Rolling Year
₹0.92 Cr
₹1.22 Cr
Deepest Drawdown
−24.68%
−25.24%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 53% · M 22% · S 20%
Number of Stocks
18
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%