Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
1.56%
6 Months
19.63%
11.47%
1 Year
10.64%
5.40%
3 Years
12.35%
7.77%
5 Years
10.14%
—
Since Inception
15.37%
9.99%
Fund Age
7 yrs 4 mo
4 yrs 9 mo
AUM
₹270.22 Cr
₹144.91 Cr
Alpha – 1 Year
5.92%
0.68%
Alpha – 3 Years
0.26%
−4.32%
Information Ratio – 3 Years
0.03
0.13
Volatility – 1 Year
18.45%
24.35%
Volatility – 3 Years
15.68%
20.17%
Beta – 1 Year
0.92
1.26
Beta – 3 Years
0.90
1.11
Sharpe Ratio – 1 Year
0.35
0.11
Sharpe Ratio – 3 Years
0.49
0.39
Worst Rolling Year
6.65%
7.72%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−22.78%
−31.10%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 33% · M 4% · S 58%
Number of Stocks
44
15
Portfolio P/E
41.34
50.52
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%