Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
1.56%
6 Months
5.61%
11.47%
1 Year
10.19%
5.40%
3 Years
9.70%
7.77%
5 Years
7.80%
—
Since Inception
13.10%
9.99%
Fund Age
14 yrs 11 mo
4 yrs 9 mo
AUM
₹88.88 Cr
₹144.91 Cr
Alpha – 1 Year
10.54%
0.68%
Alpha – 3 Years
0.70%
−4.32%
Information Ratio – 3 Years
0.00
0.13
Volatility – 1 Year
15.04%
24.35%
Volatility – 3 Years
14.30%
20.17%
Beta – 1 Year
0.87
1.26
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
0.37
0.11
Sharpe Ratio – 3 Years
0.35
0.39
Worst Rolling Year
4.17%
7.72%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
−20.16%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 33% · M 4% · S 58%
Number of Stocks
37
15
Portfolio P/E
—
50.52
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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%