Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
0.67%
6 Months
23.68%
1.38%
1 Year
18.36%
7.78%
3 Years
19.56%
12.37%
5 Years
16.83%
10.07%
Since Inception
14.91%
13.18%
Fund Age
9 yrs 3 mo
6 yrs 8 mo
AUM
₹884.23 Cr
₹1.13 Cr
Alpha – 1 Year
13.64%
8.13%
Alpha – 3 Years
7.47%
3.37%
Information Ratio – 3 Years
0.73
0.42
Volatility – 1 Year
27.03%
17.12%
Volatility – 3 Years
23.64%
14.65%
Beta – 1 Year
1.39
0.93
Beta – 3 Years
1.25
0.90
Sharpe Ratio – 1 Year
0.55
0.21
Sharpe Ratio – 3 Years
0.71
0.51
Worst Rolling Year
-7.52%
10.01%
Value at Worst Rolling Year
₹0.92 Cr
₹1.10 Cr
Deepest Drawdown
−24.68%
−15.65%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 34% · M 14% · S 34%
Number of Stocks
18
43
Portfolio P/E
42.38
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%