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) |
|---|---|---|---|
| -0.68% | 1.12 | 28.78% | 62.39% |
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 | 4.85% | 29.97% | 11.52% | -0.24% | 5.01% | 18.95% | 17.48% | - | 14.36% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | - | 13.09% |
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 | 9Y 2M | 851.69 | S&P BSE 500 TRI | 14.36% | 17 | 14 |
| 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 | 6.94% | -1.33% | 62.39% | 5.61% | 1.50 | 28.78% | -0.10 | 3.60% | 0.25 | 51.38 % |
| Nifty 500 | 3.35% | -1.96% | 1.39% | 1.50 | 2.32% | 0.19 | 49.54 % | |||
| Nifty Midcap 100 | -4.07% | -2.67% | -6.74% | 1.33 | -0.97% | -0.09 | 49.54 % | |||
| Nifty Smallcap 100 | 2.35% | -3.03% | -0.68% | 1.12 | 3.21% | 0.27 | 51.38 % | |||
| BSE 500 | 3.81% | -1.95% | 1.86% | 1.52 | 2.46% | 0.21 | 51.38 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| Consumables | 12.25 |
| Power | 12.30 |
| Infrastructure | 9.10 |
| Defence | 7.50 |
| IT | 6.32 |
| Healthcare | 8.90 |
| Consumer Durables | 5.40 |
| Capital Goods | 7.90 |
| Railways | 5.55 |
| Iron & Steel | 6.70 |
| Financials | 11.90 |
| Consumer Discretionary | 9.80 |
| Automobile & Ancillaries | 6.30 |
| FMCG | 5.90 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 15.90 |
| Mid Cap | 27.90 |
| Small Cap | 51.10 |
| Cash | 5.10 |
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 30th Jun 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 May 26.
