Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
1.56%
6 Months
52.84%
11.47%
1 Year
44.79%
5.40%
3 Years
—
7.77%
5 Years
—
—
Since Inception
24.04%
9.99%
Fund Age
19 mo
4 yrs 9 mo
AUM
₹65.12 Cr
₹144.91 Cr
Alpha – 1 Year
40.07%
0.68%
Alpha – 3 Years
—
−4.32%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
32.99%
24.35%
Volatility – 3 Years
—
20.17%
Beta – 1 Year
1.48
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
1.12
0.11
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.77%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
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
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%