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) |
|---|---|---|---|
| 17.33% | 0.64 | 16.22% | 63.64% |
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 | -4.10% | 0.47% | -4.17% | -6.19% | 15.79% | 19.51% | - | - | 14.10% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.18% | 15.26% | - | - | 14.50% |
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 7M | - | S&P BSE 500 TRI | 14.10% | 18 | 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 | 8.09% | -2.44% | 63.64% | 5.65% | 0.98 | 16.22% | -0.06 | -0.77% | -0.03 | 50.00 % |
| Nifty 500 | 8.58% | -4.42% | 4.16% | 0.96 | -0.41% | -0.01 | 51.52 % | |||
| Nifty Midcap 100 | 5.30% | -3.56% | 1.74% | 0.74 | 0.87% | 0.03 | 53.03 % | |||
| Nifty Smallcap 100 | 8.62% | 8.71% | 17.33% | 0.64 | 6.92% | 0.20 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| APL Apollo Tubes Limited | 5.55 |
| KPI Green Energy Limited | 5.84 |
| Lumax Auto Technologies Limited | 3.86 |
| Bharat Electronics Ltd | 8.18 |
| PG Electroplast Limited | 5.77 |
| Coforge Limited | 6.32 |
| Titagarh Rail Systems Limited | 5.55 |
| JK Lakshmi Cement Limited | 2.29 |
| K.P.R. Mill Limited | 4.58 |
| KEI Industries Ltd | 6.27 |
| Alivus Life Sciences Limited | 3.81 |
| Radico Khaitan Ltd | 8.02 |
| Cemindia Projects Limited | 9.10 |
| Schneider Electric Infrastructure Limited | 5.59 |
| Varun Beverages Limited | 4.23 |
| LT Foods Limited | 5.19 |
| PNB Housing Finance Limited | 4.55 |
| Poly Medicure Limited | 2.49 |
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 | 12.40 |
| Mid Cap | 30.70 |
| Small Cap | 54.00 |
| Cash | 2.80 |
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 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.
