Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
NJ - Bluechip
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%
−1.21%
6 Months
23.68%
5.09%
1 Year
18.36%
0.26%
3 Years
19.56%
9.53%
5 Years
16.83%
5.40%
Since Inception
14.91%
12.09%
Fund Age
9 yrs 3 mo
8 yrs 5 mo
AUM
₹884.23 Cr
₹1,644.09 Cr
Alpha – 1 Year
13.64%
0.61%
Alpha – 3 Years
7.47%
0.54%
Information Ratio – 3 Years
0.73
0.06
Volatility – 1 Year
27.03%
17.94%
Volatility – 3 Years
23.64%
17.25%
Beta – 1 Year
1.39
1.03
Beta – 3 Years
1.25
1.11
Sharpe Ratio – 1 Year
0.55
-0.20
Sharpe Ratio – 3 Years
0.71
0.31
Worst Rolling Year
-7.52%
2.29%
Value at Worst Rolling Year
₹0.92 Cr
₹1.02 Cr
Deepest Drawdown
−24.68%
−21.60%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 49% · M 36% · S 14%
Number of Stocks
18
20
Portfolio P/E
42.38
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%