Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Marcellus - Rising Giants
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%
0.40%
6 Months
23.68%
4.60%
1 Year
18.36%
−5.85%
3 Years
19.56%
5.64%
5 Years
16.83%
—
Since Inception
14.91%
−0.46%
Fund Age
9 yrs 3 mo
4 yrs 7 mo
AUM
₹884.23 Cr
₹87.75 Cr
Alpha – 1 Year
13.64%
−8.83%
Alpha – 3 Years
7.47%
−6.25%
Information Ratio – 3 Years
0.73
-0.73
Volatility – 1 Year
27.03%
16.46%
Volatility – 3 Years
23.64%
15.18%
Beta – 1 Year
1.39
0.88
Beta – 3 Years
1.25
0.84
Sharpe Ratio – 1 Year
0.55
-0.62
Sharpe Ratio – 3 Years
0.71
0.08
Worst Rolling Year
-7.52%
-2.49%
Value at Worst Rolling Year
₹0.92 Cr
₹0.98 Cr
Deepest Drawdown
−24.68%
−20.88%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
87.97%
Median Rolling Year
22.43%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%