Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Right Horizons - Alliance
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%
1.80%
6 Months
23.68%
2.80%
1 Year
18.36%
4.89%
3 Years
19.56%
12.23%
5 Years
16.83%
10.64%
Since Inception
14.91%
8.93%
Fund Age
9 yrs 3 mo
12 yrs
AUM
₹884.23 Cr
₹134.76 Cr
Alpha – 1 Year
13.64%
−1.08%
Alpha – 3 Years
7.47%
1.34%
Information Ratio – 3 Years
0.73
0.07
Volatility – 1 Year
27.03%
10.79%
Volatility – 3 Years
23.64%
9.62%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
1.25
1.10
Sharpe Ratio – 1 Year
0.55
-0.01
Sharpe Ratio – 3 Years
0.71
0.69
Worst Rolling Year
-7.52%
0.05%
Value at Worst Rolling Year
₹0.92 Cr
₹1.00 Cr
Deepest Drawdown
−24.68%
−11.50%
Recovery Period
97 days
80 days
1-Year Rolling Windows Positive
91.90%
99.79%
Median Rolling Year
22.43%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 50% · M 11% · S 8%
Number of Stocks
18
33
Portfolio P/E
42.38
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –