Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.56%
6 Months
−4.71%
11.47%
1 Year
−3.08%
5.40%
3 Years
0.90%
7.77%
5 Years
2.23%
—
Since Inception
3.05%
9.99%
Fund Age
8 yrs 1 mo
4 yrs 9 mo
AUM
₹0.38 Cr
₹144.91 Cr
Alpha – 1 Year
−2.73%
0.68%
Alpha – 3 Years
−8.10%
−4.32%
Information Ratio – 3 Years
-0.39
0.13
Volatility – 1 Year
6.90%
24.35%
Volatility – 3 Years
8.35%
20.17%
Beta – 1 Year
0.35
1.26
Beta – 3 Years
0.40
1.11
Sharpe Ratio – 1 Year
-1.18
0.11
Sharpe Ratio – 3 Years
-0.31
0.39
Worst Rolling Year
0.90%
7.72%
Value at Worst Rolling Year
₹1.01 Cr
₹1.08 Cr
Deepest Drawdown
−16.09%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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
—
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)
3% / 2% / 1%
2% / 1% / 0%