Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
4.52%
6 Months
23.68%
24.02%
1 Year
18.36%
36.06%
3 Years
19.56%
24.43%
5 Years
16.83%
16.10%
Since Inception
14.91%
15.98%
Fund Age
9 yrs 3 mo
14 yrs 10 mo
AUM
₹884.23 Cr
₹214.08 Cr
Alpha – 1 Year
13.64%
31.34%
Alpha – 3 Years
7.47%
12.34%
Information Ratio – 3 Years
0.73
1.07
Volatility – 1 Year
27.03%
26.85%
Volatility – 3 Years
23.64%
19.70%
Beta – 1 Year
1.39
1.34
Beta – 3 Years
1.25
1.03
Sharpe Ratio – 1 Year
0.55
1.08
Sharpe Ratio – 3 Years
0.71
0.96
Worst Rolling Year
-7.52%
-9.81%
Value at Worst Rolling Year
₹0.92 Cr
₹0.90 Cr
Deepest Drawdown
−24.68%
−18.65%
Recovery Period
97 days
63 days
1-Year Rolling Windows Positive
91.90%
90.43%
Median Rolling Year
22.43%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 40% · M 33% · S 24%
Number of Stocks
18
31
Portfolio P/E
42.38
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%