Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
3.56%
6 Months
23.68%
14.31%
1 Year
18.36%
23.04%
3 Years
19.56%
17.41%
5 Years
16.83%
14.44%
Since Inception
14.91%
16.04%
Fund Age
9 yrs 3 mo
5 yrs 2 mo
AUM
₹884.23 Cr
₹246.55 Cr
Alpha – 1 Year
13.64%
18.32%
Alpha – 3 Years
7.47%
5.32%
Information Ratio – 3 Years
0.73
0.69
Volatility – 1 Year
27.03%
16.66%
Volatility – 3 Years
23.64%
14.65%
Beta – 1 Year
1.39
0.91
Beta – 3 Years
1.25
0.83
Sharpe Ratio – 1 Year
0.55
1.02
Sharpe Ratio – 3 Years
0.71
0.82
Worst Rolling Year
-7.52%
13.49%
Value at Worst Rolling Year
₹0.92 Cr
₹1.13 Cr
Deepest Drawdown
−24.68%
−17.20%
Recovery Period
97 days
198 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 31% · M 25% · S 41%
Number of Stocks
18
33
Portfolio P/E
42.38
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%