Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
23.68%
10.94%
1 Year
18.36%
1.03%
3 Years
19.56%
11.45%
5 Years
16.83%
15.19%
Since Inception
14.91%
27.03%
Fund Age
9 yrs 3 mo
5 yrs 11 mo
AUM
₹884.23 Cr
₹298.71 Cr
Alpha – 1 Year
13.64%
−3.69%
Alpha – 3 Years
7.47%
−0.64%
Information Ratio – 3 Years
0.73
-0.04
Volatility – 1 Year
27.03%
27.68%
Volatility – 3 Years
23.64%
23.40%
Beta – 1 Year
1.39
1.45
Beta – 3 Years
1.25
1.22
Sharpe Ratio – 1 Year
0.55
-0.03
Sharpe Ratio – 3 Years
0.71
0.35
Worst Rolling Year
-7.52%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−24.68%
—
Recovery Period
97 days
—
1-Year Rolling Windows Positive
91.90%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 2% · M 2% · S 86%
Number of Stocks
18
36
Portfolio P/E
42.38
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%