Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Phillip Capital - Emerging India 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%
3.88%
6 Months
23.68%
18.21%
1 Year
18.36%
11.44%
3 Years
19.56%
9.27%
5 Years
16.83%
10.90%
Since Inception
14.91%
13.08%
Fund Age
9 yrs 3 mo
9 yrs
AUM
₹884.23 Cr
₹29.3 Cr
Alpha – 1 Year
13.64%
6.74%
Alpha – 3 Years
7.47%
−1.95%
Information Ratio – 3 Years
0.73
-0.21
Volatility – 1 Year
27.03%
23.26%
Volatility – 3 Years
23.64%
18.09%
Beta – 1 Year
1.39
1.21
Beta – 3 Years
1.25
0.98
Sharpe Ratio – 1 Year
0.55
0.35
Sharpe Ratio – 3 Years
0.71
0.32
Worst Rolling Year
-7.52%
0.11%
Value at Worst Rolling Year
₹0.92 Cr
₹1.00 Cr
Deepest Drawdown
−24.68%
−21.53%
Recovery Period
97 days
436 days
1-Year Rolling Windows Positive
91.90%
99.73%
Median Rolling Year
22.43%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 6% · M 32% · S 55%
Number of Stocks
18
23
Portfolio P/E
42.38
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%