Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
23.68%
1.92%
1 Year
18.36%
0.43%
3 Years
19.56%
—
5 Years
16.83%
—
Since Inception
14.91%
6.17%
Fund Age
9 yrs 3 mo
2 yrs 2 mo
AUM
₹884.23 Cr
₹22.98 Cr
Alpha – 1 Year
13.64%
−2.55%
Alpha – 3 Years
7.47%
—
Information Ratio – 3 Years
0.73
—
Volatility – 1 Year
27.03%
16.90%
Volatility – 3 Years
23.64%
—
Beta – 1 Year
1.39
0.96
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
-0.22
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
-7.52%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−24.68%
−16.17%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 61% · M 14% · S 21%
Number of Stocks
18
41
Portfolio P/E
42.38
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%