Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
23.68%
29.52%
1 Year
18.36%
27.35%
3 Years
19.56%
14.30%
5 Years
16.83%
12.28%
Since Inception
14.91%
21.22%
Fund Age
9 yrs 3 mo
9 yrs 10 mo
AUM
₹884.23 Cr
₹374.43 Cr
Alpha – 1 Year
13.64%
22.63%
Alpha – 3 Years
7.47%
2.21%
Information Ratio – 3 Years
0.73
0.15
Volatility – 1 Year
27.03%
28.49%
Volatility – 3 Years
23.64%
24.50%
Beta – 1 Year
1.39
1.39
Beta – 3 Years
1.25
1.24
Sharpe Ratio – 1 Year
0.55
0.80
Sharpe Ratio – 3 Years
0.71
0.46
Worst Rolling Year
-7.52%
-3.89%
Value at Worst Rolling Year
₹0.92 Cr
₹0.96 Cr
Deepest Drawdown
−24.68%
−30.92%
Recovery Period
97 days
484 days
1-Year Rolling Windows Positive
91.90%
98.76%
Median Rolling Year
22.43%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
M 4% · S 95%
Number of Stocks
18
29
Portfolio P/E
42.38
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%