Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
23.68%
31.10%
1 Year
18.36%
52.47%
3 Years
19.56%
17.74%
5 Years
16.83%
16.38%
Since Inception
14.91%
15.58%
Fund Age
9 yrs 3 mo
16 yrs 9 mo
AUM
₹884.23 Cr
₹132.42 Cr
Alpha – 1 Year
13.64%
47.75%
Alpha – 3 Years
7.47%
5.65%
Information Ratio – 3 Years
0.73
0.46
Volatility – 1 Year
27.03%
26.74%
Volatility – 3 Years
23.64%
21.32%
Beta – 1 Year
1.39
1.30
Beta – 3 Years
1.25
0.97
Sharpe Ratio – 1 Year
0.55
1.52
Sharpe Ratio – 3 Years
0.71
0.68
Worst Rolling Year
-7.52%
-15.93%
Value at Worst Rolling Year
₹0.92 Cr
₹0.84 Cr
Deepest Drawdown
−24.68%
−20.79%
Recovery Period
97 days
134 days
1-Year Rolling Windows Positive
91.90%
89.14%
Median Rolling Year
22.43%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 14% · M 23% · S 57%
M 9% · S 83%
Number of Stocks
18
26
Portfolio P/E
42.38
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%