Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
1.56%
6 Months
−2.30%
11.47%
1 Year
1.68%
5.40%
3 Years
13.91%
7.77%
5 Years
—
—
Since Inception
14.05%
9.99%
Fund Age
3 yrs 10 mo
4 yrs 9 mo
AUM
₹53.78 Cr
₹144.91 Cr
Alpha – 1 Year
−3.04%
0.68%
Alpha – 3 Years
1.82%
−4.32%
Information Ratio – 3 Years
0.34
0.13
Volatility – 1 Year
15.80%
24.35%
Volatility – 3 Years
15.64%
20.17%
Beta – 1 Year
0.86
1.26
Beta – 3 Years
0.97
1.11
Sharpe Ratio – 1 Year
-0.15
0.11
Sharpe Ratio – 3 Years
0.71
0.39
Worst Rolling Year
15.78%
7.72%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−18.40%
−31.10%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
Top 5 Holdings
—
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%