Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
1.56%
6 Months
5.51%
11.47%
1 Year
6.39%
5.40%
3 Years
13.57%
7.77%
5 Years
12.29%
—
Since Inception
17.45%
9.99%
Fund Age
16 yrs 9 mo
4 yrs 9 mo
AUM
₹2,223.2 Cr
₹144.91 Cr
Alpha – 1 Year
1.67%
0.68%
Alpha – 3 Years
1.48%
−4.32%
Information Ratio – 3 Years
0.57
0.13
Volatility – 1 Year
18.05%
24.35%
Volatility – 3 Years
15.15%
20.17%
Beta – 1 Year
1.02
1.26
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
0.14
0.11
Sharpe Ratio – 3 Years
0.62
0.39
Worst Rolling Year
-5.62%
7.72%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−17.96%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 33% · M 4% · S 58%
Number of Stocks
55
15
Portfolio P/E
35.38
50.52
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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)
2% / 0% / 0%
2% / 1% / 0%