Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
23.68%
18.51%
1 Year
18.36%
2.32%
3 Years
19.56%
8.56%
5 Years
16.83%
13.23%
Since Inception
14.91%
12.52%
Fund Age
9 yrs 3 mo
10 yrs
AUM
₹884.23 Cr
₹60.22 Cr
Alpha – 1 Year
13.64%
2.67%
Alpha – 3 Years
7.47%
−0.44%
Information Ratio – 3 Years
0.73
-0.03
Volatility – 1 Year
27.03%
27.56%
Volatility – 3 Years
23.64%
21.93%
Beta – 1 Year
1.39
1.33
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.55
0.01
Sharpe Ratio – 3 Years
0.71
0.24
Worst Rolling Year
-7.52%
-13.90%
Value at Worst Rolling Year
₹0.92 Cr
₹0.86 Cr
Deepest Drawdown
−24.68%
−31.68%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
85.20%
Median Rolling Year
22.43%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
M 3% · S 93%
Number of Stocks
18
26
Portfolio P/E
42.38
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%