Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
4.97%
6 Months
11.47%
23.68%
1 Year
5.40%
18.36%
3 Years
7.77%
19.56%
5 Years
—
16.83%
Since Inception
9.99%
14.91%
Fund Age
4 yrs 9 mo
9 yrs 3 mo
AUM
₹144.91 Cr
₹884.23 Cr
Alpha – 1 Year
0.68%
13.64%
Alpha – 3 Years
−4.32%
7.47%
Information Ratio – 3 Years
0.13
0.73
Volatility – 1 Year
24.35%
27.03%
Volatility – 3 Years
20.17%
23.64%
Beta – 1 Year
1.26
1.39
Beta – 3 Years
1.11
1.25
Sharpe Ratio – 1 Year
0.11
0.55
Sharpe Ratio – 3 Years
0.39
0.71
Worst Rolling Year
7.72%
-7.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−31.10%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
12.92%
22.43%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 14% · M 23% · S 57%
Number of Stocks
15
18
Portfolio P/E
50.52
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%