Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.97%
2.75%
6 Months
23.68%
26.95%
1 Year
18.36%
13.12%
3 Years
19.56%
17.80%
5 Years
16.83%
15.04%
Since Inception
14.91%
22.70%
Fund Age
9 yrs 3 mo
8 yrs
AUM
₹884.23 Cr
₹357.26 Cr
Alpha – 1 Year
13.64%
10.14%
Alpha – 3 Years
7.47%
5.90%
Information Ratio – 3 Years
0.73
0.31
Volatility – 1 Year
27.03%
32.38%
Volatility – 3 Years
23.64%
25.45%
Beta – 1 Year
1.39
1.68
Beta – 3 Years
1.25
1.37
Sharpe Ratio – 1 Year
0.55
0.36
Sharpe Ratio – 3 Years
0.71
0.56
Worst Rolling Year
-7.52%
11.19%
Value at Worst Rolling Year
₹0.92 Cr
₹1.11 Cr
Deepest Drawdown
−24.68%
−26.50%
Recovery Period
97 days
80 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 7% · M 19% · S 59%
Number of Stocks
18
42
Portfolio P/E
42.38
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%