Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Karma - Wealth Builder
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%
4.30%
6 Months
23.68%
9.50%
1 Year
18.36%
10.30%
3 Years
19.56%
13.40%
5 Years
16.83%
13.85%
Since Inception
14.91%
12.90%
Fund Age
9 yrs 3 mo
19 yrs 8 mo
AUM
₹884.23 Cr
₹295.65 Cr
Alpha – 1 Year
13.64%
5.60%
Alpha – 3 Years
7.47%
1.30%
Information Ratio – 3 Years
0.73
0.46
Volatility – 1 Year
27.03%
20.18%
Volatility – 3 Years
23.64%
17.30%
Beta – 1 Year
1.39
1.09
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.55
0.32
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
-7.52%
-20.52%
Value at Worst Rolling Year
₹0.92 Cr
₹0.79 Cr
Deepest Drawdown
−24.68%
−12.92%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
82.46%
Median Rolling Year
22.43%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 14% · M 23% · S 57%
L 21% · M 15% · S 62%
Number of Stocks
18
—
Portfolio P/E
42.38
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –