Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Right Horizons - All Seasons
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%
1.32%
6 Months
23.68%
3.83%
1 Year
18.36%
9.77%
3 Years
19.56%
13.19%
5 Years
16.83%
12.01%
Since Inception
14.91%
14.38%
Fund Age
9 yrs 3 mo
6 yrs 8 mo
AUM
₹884.23 Cr
₹42.66 Cr
Alpha – 1 Year
13.64%
3.80%
Alpha – 3 Years
7.47%
2.30%
Information Ratio – 3 Years
0.73
0.23
Volatility – 1 Year
27.03%
15.84%
Volatility – 3 Years
23.64%
12.64%
Beta – 1 Year
1.39
1.56
Beta – 3 Years
1.25
1.48
Sharpe Ratio – 1 Year
0.55
0.32
Sharpe Ratio – 3 Years
0.71
0.70
Worst Rolling Year
-7.52%
9.09%
Value at Worst Rolling Year
₹0.92 Cr
₹1.09 Cr
Deepest Drawdown
−24.68%
−15.18%
Recovery Period
97 days
119 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 37% · M 21% · S 27%
Number of Stocks
18
16
Portfolio P/E
42.38
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%