Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
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
0.47%
1.56%
6 Months
−2.07%
11.47%
1 Year
−0.17%
5.40%
3 Years
9.32%
7.77%
5 Years
7.90%
—
Since Inception
11.39%
9.99%
Fund Age
7 yrs 6 mo
4 yrs 9 mo
AUM
₹2.61 Cr
₹144.91 Cr
Alpha – 1 Year
0.18%
0.68%
Alpha – 3 Years
0.32%
−4.32%
Information Ratio – 3 Years
0.24
0.13
Volatility – 1 Year
16.91%
24.35%
Volatility – 3 Years
14.31%
20.17%
Beta – 1 Year
1.05
1.26
Beta – 3 Years
1.01
1.11
Sharpe Ratio – 1 Year
-0.24
0.11
Sharpe Ratio – 3 Years
0.31
0.39
Worst Rolling Year
7.30%
7.72%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−17.23%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 33% · M 4% · S 58%
Number of Stocks
26
15
Portfolio P/E
24.76
50.52
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%