Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
−0.04%
6 Months
23.68%
−3.71%
1 Year
18.36%
−1.23%
3 Years
19.56%
7.88%
5 Years
16.83%
5.71%
Since Inception
14.91%
9.28%
Fund Age
9 yrs 3 mo
7 yrs 1 mo
AUM
₹884.23 Cr
₹2.48 Cr
Alpha – 1 Year
13.64%
−5.95%
Alpha – 3 Years
7.47%
−4.21%
Information Ratio – 3 Years
0.73
-1.27
Volatility – 1 Year
27.03%
17.16%
Volatility – 3 Years
23.64%
14.17%
Beta – 1 Year
1.39
0.98
Beta – 3 Years
1.25
0.90
Sharpe Ratio – 1 Year
0.55
-0.29
Sharpe Ratio – 3 Years
0.71
0.17
Worst Rolling Year
-7.52%
5.24%
Value at Worst Rolling Year
₹0.92 Cr
₹1.05 Cr
Deepest Drawdown
−24.68%
−16.54%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 92% · M 4%
Number of Stocks
18
26
Portfolio P/E
42.38
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%