Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
ValueQuest - Platinum
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%
2.62%
6 Months
23.68%
20.31%
1 Year
18.36%
5.50%
3 Years
19.56%
14.22%
5 Years
16.83%
16.13%
Since Inception
14.91%
18.70%
Fund Age
9 yrs 3 mo
9 yrs 8 mo
AUM
₹884.23 Cr
₹3,491.64 Cr
Alpha – 1 Year
13.64%
2.52%
Alpha – 3 Years
7.47%
2.33%
Information Ratio – 3 Years
0.73
0.19
Volatility – 1 Year
27.03%
25.24%
Volatility – 3 Years
23.64%
21.26%
Beta – 1 Year
1.39
1.29
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.55
0.11
Sharpe Ratio – 3 Years
0.71
0.48
Worst Rolling Year
-7.52%
-9.34%
Value at Worst Rolling Year
₹0.92 Cr
₹0.91 Cr
Deepest Drawdown
−24.68%
−6.25%
Recovery Period
97 days
13 days
1-Year Rolling Windows Positive
91.90%
93.29%
Median Rolling Year
22.43%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 23% · M 15% · S 57%
Number of Stocks
18
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 1%