Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
23.68%
6.66%
1 Year
18.36%
7.95%
3 Years
19.56%
14.01%
5 Years
16.83%
12.40%
Since Inception
14.91%
16.07%
Fund Age
9 yrs 3 mo
12 yrs 5 mo
AUM
₹884.23 Cr
₹27.98 Cr
Alpha – 1 Year
13.64%
3.23%
Alpha – 3 Years
7.47%
1.92%
Information Ratio – 3 Years
0.73
0.55
Volatility – 1 Year
27.03%
16.42%
Volatility – 3 Years
23.64%
14.36%
Beta – 1 Year
1.39
0.92
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.55
0.15
Sharpe Ratio – 3 Years
0.71
0.63
Worst Rolling Year
-7.52%
-4.39%
Value at Worst Rolling Year
₹0.92 Cr
₹0.96 Cr
Deepest Drawdown
−24.68%
−17.36%
Recovery Period
97 days
532 days
1-Year Rolling Windows Positive
91.90%
97.43%
Median Rolling Year
22.43%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 25% · M 6% · S 37%
Number of Stocks
18
30
Portfolio P/E
42.38
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%