Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Invesco - Rise
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%
5.01%
6 Months
23.68%
8.17%
1 Year
18.36%
19.57%
3 Years
19.56%
18.20%
5 Years
16.83%
15.63%
Since Inception
14.91%
14.42%
Fund Age
9 yrs 3 mo
10 yrs 4 mo
AUM
₹884.23 Cr
₹337.5 Cr
Alpha – 1 Year
13.64%
14.85%
Alpha – 3 Years
7.47%
6.11%
Information Ratio – 3 Years
0.73
0.93
Volatility – 1 Year
27.03%
14.72%
Volatility – 3 Years
23.64%
15.36%
Beta – 1 Year
1.39
0.78
Beta – 3 Years
1.25
0.92
Sharpe Ratio – 1 Year
0.55
0.93
Sharpe Ratio – 3 Years
0.71
0.83
Worst Rolling Year
-7.52%
-10.21%
Value at Worst Rolling Year
₹0.92 Cr
₹0.90 Cr
Deepest Drawdown
−24.68%
−21.92%
Recovery Period
97 days
231 days
1-Year Rolling Windows Positive
91.90%
88.56%
Median Rolling Year
22.43%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 49% · M 27% · S 21%
Number of Stocks
18
23
Portfolio P/E
42.38
50.96
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%
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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