Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Anand Rathi Advisors - MNC PMS
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
1.56%
0.15%
6 Months
11.47%
9.28%
1 Year
5.40%
4.13%
3 Years
7.77%
7.71%
5 Years
—
8.27%
Since Inception
9.99%
11.49%
Fund Age
4 yrs 9 mo
8 yrs 5 mo
AUM
₹144.91 Cr
₹123.55 Cr
Alpha – 1 Year
0.68%
−0.59%
Alpha – 3 Years
−4.32%
−4.38%
Information Ratio – 3 Years
0.13
-0.33
Volatility – 1 Year
24.35%
21.50%
Volatility – 3 Years
20.17%
16.95%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.11
-0.02
Sharpe Ratio – 3 Years
0.39
0.26
Worst Rolling Year
7.72%
7.04%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−31.10%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
15.95%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 29% · M 38% · S 31%
Number of Stocks
15
20
Portfolio P/E
50.52
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%