Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
0.97%
6 Months
23.68%
6.33%
1 Year
18.36%
−0.99%
3 Years
19.56%
6.26%
5 Years
16.83%
6.47%
Since Inception
14.91%
5.18%
Fund Age
9 yrs 3 mo
19 yrs 5 mo
AUM
₹884.23 Cr
₹95.89 Cr
Alpha – 1 Year
13.64%
2.51%
Alpha – 3 Years
7.47%
−2.73%
Information Ratio – 3 Years
0.73
-0.10
Volatility – 1 Year
27.03%
20.93%
Volatility – 3 Years
23.64%
17.77%
Beta – 1 Year
1.39
1.14
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.55
-0.20
Sharpe Ratio – 3 Years
0.71
0.23
Worst Rolling Year
-7.52%
-21.50%
Value at Worst Rolling Year
₹0.92 Cr
₹0.79 Cr
Deepest Drawdown
−24.68%
−30.66%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
74.63%
Median Rolling Year
22.43%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 14% · M 23% · S 57%
L 77% · M 12% · S 11%
Number of Stocks
18
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%