Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
MASK Prime Picks
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%
1.74%
6 Months
23.68%
3.03%
1 Year
18.36%
3.99%
3 Years
19.56%
8.85%
5 Years
16.83%
8.35%
Since Inception
14.91%
10.50%
Fund Age
9 yrs 3 mo
8 yrs 2 mo
AUM
₹884.23 Cr
₹274.26 Cr
Alpha – 1 Year
13.64%
−0.73%
Alpha – 3 Years
7.47%
−3.23%
Information Ratio – 3 Years
0.73
-0.72
Volatility – 1 Year
27.03%
15.72%
Volatility – 3 Years
23.64%
15.15%
Beta – 1 Year
1.39
0.89
Beta – 3 Years
1.25
0.94
Sharpe Ratio – 1 Year
0.55
-0.08
Sharpe Ratio – 3 Years
0.71
0.27
Worst Rolling Year
-7.52%
7.13%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−24.68%
−20.31%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 48% · M 27% · S 18%
Number of Stocks
18
40
Portfolio P/E
42.38
30.14
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 · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%