Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Motilal Oswal - NTDOP
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%
3.69%
6 Months
23.68%
8.66%
1 Year
18.36%
4.44%
3 Years
19.56%
14.48%
5 Years
16.83%
8.94%
Since Inception
14.91%
14.23%
Fund Age
9 yrs 3 mo
18 yrs 11 mo
AUM
₹884.23 Cr
₹4,562.38 Cr
Alpha – 1 Year
13.64%
1.46%
Alpha – 3 Years
7.47%
2.60%
Information Ratio – 3 Years
0.73
0.08
Volatility – 1 Year
27.03%
20.33%
Volatility – 3 Years
23.64%
19.22%
Beta – 1 Year
1.39
1.12
Beta – 3 Years
1.25
1.12
Sharpe Ratio – 1 Year
0.55
0.00
Sharpe Ratio – 3 Years
0.71
0.51
Worst Rolling Year
-7.52%
-6.78%
Value at Worst Rolling Year
₹0.92 Cr
₹0.93 Cr
Deepest Drawdown
−24.68%
−26.97%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
96.01%
Median Rolling Year
22.43%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 16% · M 42% · S 38%
Number of Stocks
18
33
Portfolio P/E
42.38
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%