Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
1.56%
6 Months
−0.19%
11.47%
1 Year
10.10%
5.40%
3 Years
12.11%
7.77%
5 Years
13.02%
—
Since Inception
22.34%
9.99%
Fund Age
5 yrs 10 mo
4 yrs 9 mo
AUM
₹7,768.91 Cr
₹144.91 Cr
Alpha – 1 Year
5.38%
0.68%
Alpha – 3 Years
0.02%
−4.32%
Information Ratio – 3 Years
0.42
0.13
Volatility – 1 Year
16.46%
24.35%
Volatility – 3 Years
14.48%
20.17%
Beta – 1 Year
0.92
1.26
Beta – 3 Years
0.91
1.11
Sharpe Ratio – 1 Year
0.41
0.11
Sharpe Ratio – 3 Years
0.62
0.39
Worst Rolling Year
10.43%
7.72%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−20.45%
−31.10%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 33% · M 4% · S 58%
Number of Stocks
25
15
Portfolio P/E
28.28
50.52
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%