Focus on Return Optimisation by investing in multi cap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.17% | 1.02 | 25.07% | 62.5% |
Investment Process
Portfolio Strategy
- Multicap aggressive concentrated portfolio of 15 – 20 stocks with 70%+ into mid and small-cap. Sectorally well-diversified portfolio. Focus is more on growth strategy with companies with better margins, return ratio, corporate governance, and earnings visibility.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd Impress PMS | -6.47% | -11.35% | -14.85% | -6.22% | 6.65% | 17.30% | 19.33% | - | 12.77% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.40% | 16.44% | 13.77% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd Impress PMS | Multi Cap & Flexi Cap | Mr.Mayur Shah | 31 May 2017 | 8Y 8M | 698.77 | S&P BSE 500 TRI | 12.77% | 17 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -11.02% | -9.28% | 62.5% | -20.30% | 1.49 | 25.07% | -0.54 | 1.63% | 0.12 | 50.00 % |
| Nifty 500 | -7.33% | -9.15% | -16.48% | 1.51 | 0.95% | 0.08 | 48.08 % | |||
| Nifty Midcap 100 | -6.51% | -9.03% | -15.54% | 1.18 | -1.56% | -0.15 | 50.00 % | |||
| Nifty Smallcap 100 | 4.69% | -8.86% | -4.17% | 1.02 | 2.88% | 0.24 | 50.96 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Cemindia Projects Ltd | 7.83 |
| Radico Khaitan Ltd | 7.22 |
| Bharat Electronics Ltd | 7.01 |
| KPI Green Energy Ltd | 6.89 |
| KEI Industries Ltd | 6.84 |
Sector Allocation
| Holding | % |
|---|---|
| Consumables | 12.25 |
| Power | 12.11 |
| Infrastructure | 9.10 |
| Defence | 8.18 |
| IT | 6.32 |
| Healthcare | 6.30 |
| Consumer Durables | 5.77 |
| Capital Goods | 5.59 |
| Railways | 5.55 |
| Iron & Steel | 5.55 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 17.15 |
| Mid Cap | 22.73 |
| Small Cap | 51.39 |
| Cash | 8.73 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
