Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
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
0.83%
1.56%
6 Months
10.15%
11.47%
1 Year
12.93%
5.40%
3 Years
12.10%
7.77%
5 Years
10.60%
—
Since Inception
13.10%
9.99%
Fund Age
10 yrs 8 mo
4 yrs 9 mo
AUM
₹49.28 Cr
₹144.91 Cr
Alpha – 1 Year
8.21%
0.68%
Alpha – 3 Years
0.00%
−4.32%
Information Ratio – 3 Years
0.10
0.13
Volatility – 1 Year
16.76%
24.35%
Volatility – 3 Years
17.14%
20.17%
Beta – 1 Year
0.93
1.26
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
0.49
0.11
Sharpe Ratio – 3 Years
0.45
0.39
Worst Rolling Year
-3.09%
7.72%
Value at Worst Rolling Year
₹0.97 Cr
₹1.08 Cr
Deepest Drawdown
−23.63%
−31.10%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 33% · M 4% · S 58%
Number of Stocks
82
15
Portfolio P/E
—
50.52
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
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 · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
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%