Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Anand Rathi Advisors - Decennium Opportunity
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
1.56%
6 Months
3.13%
11.47%
1 Year
3.79%
5.40%
3 Years
10.28%
7.77%
5 Years
10.26%
—
Since Inception
14.16%
9.99%
Fund Age
8 yrs 2 mo
4 yrs 9 mo
AUM
₹1,116.87 Cr
₹144.91 Cr
Alpha – 1 Year
−0.93%
0.68%
Alpha – 3 Years
−1.81%
−4.32%
Information Ratio – 3 Years
-0.53
0.13
Volatility – 1 Year
16.47%
24.35%
Volatility – 3 Years
15.93%
20.17%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
-0.01
0.11
Sharpe Ratio – 3 Years
0.36
0.39
Worst Rolling Year
9.53%
7.72%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−22.48%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 33% · M 4% · S 58%
Number of Stocks
40
15
Portfolio P/E
27.63
50.52
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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%