Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.97%
2.21%
6 Months
23.68%
21.04%
1 Year
18.36%
21.34%
3 Years
19.56%
19.08%
5 Years
16.83%
23.67%
Since Inception
14.91%
—
Fund Age
9 yrs 3 mo
6 yrs 4 mo
AUM
₹884.23 Cr
₹364.08 Cr
Alpha – 1 Year
13.64%
21.69%
Alpha – 3 Years
7.47%
10.08%
Information Ratio – 3 Years
0.73
0.52
Volatility – 1 Year
27.03%
32.28%
Volatility – 3 Years
23.64%
28.08%
Beta – 1 Year
1.39
1.47
Beta – 3 Years
1.25
1.60
Sharpe Ratio – 1 Year
0.55
0.58
Sharpe Ratio – 3 Years
0.71
0.57
Worst Rolling Year
-7.52%
15.61%
Value at Worst Rolling Year
₹0.92 Cr
₹1.16 Cr
Deepest Drawdown
−24.68%
−31.98%
Recovery Period
97 days
457 days
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 90% · M 10%
Number of Stocks
18
—
Portfolio P/E
42.38
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%