Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Tamohara - TRUFFLE
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%
8.72%
6 Months
23.68%
28.59%
1 Year
18.36%
28.02%
3 Years
19.56%
18.67%
5 Years
16.83%
17.18%
Since Inception
14.91%
20.03%
Fund Age
9 yrs 3 mo
5 yrs 4 mo
AUM
₹884.23 Cr
₹221.27 Cr
Alpha – 1 Year
13.64%
28.37%
Alpha – 3 Years
7.47%
9.68%
Information Ratio – 3 Years
0.73
0.87
Volatility – 1 Year
27.03%
22.32%
Volatility – 3 Years
23.64%
17.88%
Beta – 1 Year
1.39
1.03
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.55
0.99
Sharpe Ratio – 3 Years
0.71
0.81
Worst Rolling Year
-7.52%
13.69%
Value at Worst Rolling Year
₹0.92 Cr
₹1.14 Cr
Deepest Drawdown
−24.68%
−20.50%
Recovery Period
97 days
429 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 19% · M 4% · S 74%
Number of Stocks
18
29
Portfolio P/E
42.38
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –