Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
1.56%
6 Months
7.57%
11.47%
1 Year
24.83%
5.40%
3 Years
11.31%
7.77%
5 Years
11.03%
—
Since Inception
14.72%
9.99%
Fund Age
7 yrs 4 mo
4 yrs 9 mo
AUM
₹2.98 Cr
₹144.91 Cr
Alpha – 1 Year
20.11%
0.68%
Alpha – 3 Years
−0.77%
−4.32%
Information Ratio – 3 Years
-0.21
0.13
Volatility – 1 Year
23.09%
24.35%
Volatility – 3 Years
22.29%
20.17%
Beta – 1 Year
1.17
1.26
Beta – 3 Years
1.15
1.11
Sharpe Ratio – 1 Year
0.85
0.11
Sharpe Ratio – 3 Years
0.40
0.39
Worst Rolling Year
5.08%
7.72%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−34.65%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 33% · M 4% · S 58%
Number of Stocks
10
15
Portfolio P/E
24.78
50.52
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
2% / 1% / 0%