Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
23.68%
13.10%
1 Year
18.36%
18.11%
3 Years
19.56%
14.56%
5 Years
16.83%
8.71%
Since Inception
14.91%
13.67%
Fund Age
9 yrs 3 mo
11 yrs 2 mo
AUM
₹884.23 Cr
₹138.06 Cr
Alpha – 1 Year
13.64%
18.46%
Alpha – 3 Years
7.47%
5.57%
Information Ratio – 3 Years
0.73
0.62
Volatility – 1 Year
27.03%
22.83%
Volatility – 3 Years
23.64%
16.72%
Beta – 1 Year
1.39
1.29
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.61
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
-7.52%
-8.44%
Value at Worst Rolling Year
₹0.92 Cr
₹0.92 Cr
Deepest Drawdown
−24.68%
−17.10%
Recovery Period
97 days
115 days
1-Year Rolling Windows Positive
91.90%
92.53%
Median Rolling Year
22.43%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
42.38
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%