Strategy performance
Impress Portfolio - NRI
Anand Rathi Advisors Limited · AUM ₹76.1 Cr · as of Sep 2026
Our read
₹100 grew to ₹293.8 since inception (+21.0% CAGR), with a max drawdown of −23.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.7%
Since inception
+21.0%
Max drawdown
−23.6%
Volatility
+19.9%
Peer position
Loading peer ranks…
Performance
Impress Portfolio - NRI₹293.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.5% | +2.4% | −11.4% | +21.4% | +2.9% | +4.7% | +1.5% | +5.0% | −5.3% | +12.1% | |||
| 2025 | −9.7% | −11.7% | +10.3% | −3.1% | +12.5% | +6.3% | −2.0% | −8.0% | +0.5% | +4.2% | −3.8% | −0.9% | −8.4% |
| 2024 | +3.3% | −0.6% | −1.4% | +6.4% | +3.6% | +13.2% | +1.1% | +1.6% | −0.2% | +0.7% | +2.9% | +2.6% | +37.7% |
| 2023 | −2.0% | −0.2% | −0.4% | +5.7% | +4.1% | +4.4% | +2.3% | +3.4% | −1.7% | −1.4% | +11.8% | +4.5% | +34.1% |
| 2022 | −5.4% | −5.3% | +3.5% | −1.9% | −3.8% | −6.4% | +9.8% | +6.5% | +1.0% | +1.2% | +0.4% | −0.4% | −2.1% |
| 2021 | +6.8% | +4.2% | +2.7% | +8.0% | +6.0% | +7.7% | +2.3% | +2.6% | +2.9% | +1.0% | +3.0% | +58.2% |
Metrics
Tearsheet- 1M return
- −5.3%
- 3M return
- +1.0%
- 6M return
- +32.1%
- 1Y return
- +11.3%
- 2Y CAGR
- +4.5%
- 3Y CAGR
- +17.7%
- 5Y CAGR
- +14.7%
- Since-inception CAGR
- +21.0%
- Total return
- +193.8%
- Average month
- +1.8%
- Median month
- +2.3%
- Average up month
- +4.8%
- Best month
- +21.5%
- Best rolling 12M
- +52.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Impress Portfolio - NRI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Impress Portfolio - NRI performed?
- Impress Portfolio - NRI (Anand Rathi Advisors Limited) shows CAGR 20.95% and max drawdown -23.63% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Impress Portfolio - NRI CAGR / max drawdown?
- CAGR is 20.95%; max drawdown is -23.63%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Impress Portfolio - NRI returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Impress Portfolio - NRI?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more