Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Centrum PMS - Micro
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%
5.99%
6 Months
23.68%
26.63%
1 Year
18.36%
16.86%
3 Years
19.56%
13.24%
5 Years
16.83%
17.56%
Since Inception
14.91%
16.65%
Fund Age
9 yrs 3 mo
10 yrs 1 mo
AUM
₹884.23 Cr
₹11.38 Cr
Alpha – 1 Year
13.64%
12.14%
Alpha – 3 Years
7.47%
1.15%
Information Ratio – 3 Years
0.73
0.20
Volatility – 1 Year
27.03%
29.32%
Volatility – 3 Years
23.64%
24.13%
Beta – 1 Year
1.39
1.44
Beta – 3 Years
1.25
1.15
Sharpe Ratio – 1 Year
0.55
0.48
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
-7.52%
-10.45%
Value at Worst Rolling Year
₹0.92 Cr
₹0.90 Cr
Deepest Drawdown
−24.68%
−32.02%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
89.77%
Median Rolling Year
22.43%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
M 1% · S 95%
Number of Stocks
18
28
Portfolio P/E
42.38
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%