Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Oro-alpha compounders
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%
2.98%
6 Months
23.68%
−0.13%
1 Year
18.36%
−2.80%
3 Years
19.56%
13.20%
5 Years
16.83%
—
Since Inception
14.91%
13.51%
Fund Age
9 yrs 3 mo
3 yrs 8 mo
AUM
₹884.23 Cr
₹30.6 Cr
Alpha – 1 Year
13.64%
−5.78%
Alpha – 3 Years
7.47%
1.30%
Information Ratio – 3 Years
0.73
0.16
Volatility – 1 Year
27.03%
16.62%
Volatility – 3 Years
23.64%
16.99%
Beta – 1 Year
1.39
0.93
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.55
-0.42
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
-7.52%
13.00%
Value at Worst Rolling Year
₹0.92 Cr
₹1.13 Cr
Deepest Drawdown
−24.68%
−20.23%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 44% · M 26% · S 17%
Number of Stocks
18
24
Portfolio P/E
42.38
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%