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.
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Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
1.74% | 0.74 | 16.22% | 63.64% |
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 Portfolio | 14.01% | 26.22% | 28.02% | 52.75% | 42.90% | 26.64% | 28.35% | - | 17.15% |
BSE 500 TRI | 7.05% | 11.70% | 16.70% | 38.28% | 30.93% | 19.95% | 19.97% | - | 16.57% |
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 Portfolio | Multi Cap | Mr. Mayur Shah | 31 May 2017 | 7Y 1M | - | BSE 500 TRI | 17.15% | 18 | 6 |
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 | 15.04% | -9.39% | 63.64% | 5.65% | 0.98 | 16.22% | -0.06 | -0.77% | -0.03 | 50.00 % |
Nifty 500 | 7.67% | -3.51% | 4.16% | 0.96 | -0.41% | -0.01 | 51.52 % | |||
Nifty Midcap 100 | -9.30% | 11.04% | 1.74% | 0.74 | 0.87% | 0.03 | 53.03 % | |||
Nifty Smallcap 100 | -15.20% | 32.53% | 17.33% | 0.64 | 6.92% | 0.20 | 50.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Bharat Electronics Ltd. | 10.34 |
ITD Cementation India Ltd. | 8.90 |
KEI Industries Ltd. | 7.83 |
Varun Beverages Ltd. | 7.73 |
Ratnamani Metals & Tubes Ltd. | 7.35 |
Radico Khaitan Ltd. | 6.02 |
Sector Allocation
Holding | % |
---|---|
Construction | 12.04 |
Financials | 10.25 |
Pharma | 9.44 |
Metal Product | 9.41 |
Defence | 7.53 |
FMCG | 6.07 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 19.00 |
Mid Cap | 45.30 |
Small Cap | 35.30 |
Cash | 0.40 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 June 2024. 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.