Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Ksema - Alpha
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%
1.08%
6 Months
23.68%
1.74%
1 Year
18.36%
10.49%
3 Years
19.56%
12.80%
5 Years
16.83%
12.91%
Since Inception
14.91%
15.37%
Fund Age
9 yrs 3 mo
7 yrs 7 mo
AUM
₹884.23 Cr
₹15.96 Cr
Alpha – 1 Year
13.64%
10.84%
Alpha – 3 Years
7.47%
3.80%
Information Ratio – 3 Years
0.73
0.47
Volatility – 1 Year
27.03%
19.22%
Volatility – 3 Years
23.64%
17.53%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
1.25
1.15
Sharpe Ratio – 1 Year
0.55
0.34
Sharpe Ratio – 3 Years
0.71
0.48
Worst Rolling Year
-7.52%
12.46%
Value at Worst Rolling Year
₹0.92 Cr
₹1.12 Cr
Deepest Drawdown
−24.68%
−19.38%
Recovery Period
97 days
275 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 64% · M 15% · S 21%
Number of Stocks
18
38
Portfolio P/E
42.38
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%