Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
4.17%
6 Months
23.68%
19.62%
1 Year
18.36%
12.19%
3 Years
19.56%
23.51%
5 Years
16.83%
13.96%
Since Inception
14.91%
23.13%
Fund Age
9 yrs 3 mo
6 yrs 7 mo
AUM
₹884.23 Cr
₹2,332.81 Cr
Alpha – 1 Year
13.64%
9.21%
Alpha – 3 Years
7.47%
11.63%
Information Ratio – 3 Years
0.73
0.83
Volatility – 1 Year
27.03%
26.11%
Volatility – 3 Years
23.64%
21.82%
Beta – 1 Year
1.39
1.32
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.55
0.33
Sharpe Ratio – 3 Years
0.71
0.83
Worst Rolling Year
-7.52%
12.50%
Value at Worst Rolling Year
₹0.92 Cr
₹1.13 Cr
Deepest Drawdown
−24.68%
−24.27%
Recovery Period
97 days
461 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 14% · M 33% · S 52%
Number of Stocks
18
33
Portfolio P/E
42.38
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%