Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
ArthAlpha Machine Learning Equity Quant
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%
2.31%
6 Months
11.47%
5.63%
1 Year
5.40%
10.47%
3 Years
7.77%
—
5 Years
—
—
Since Inception
9.99%
6.92%
Fund Age
4 yrs 9 mo
1 yr 10 mo
AUM
₹144.91 Cr
₹64.41 Cr
Alpha – 1 Year
0.68%
5.75%
Alpha – 3 Years
−4.32%
—
Information Ratio – 3 Years
0.13
—
Volatility – 1 Year
24.35%
17.22%
Volatility – 3 Years
20.17%
—
Beta – 1 Year
1.26
0.92
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.11
0.36
Sharpe Ratio – 3 Years
0.39
—
Worst Rolling Year
7.72%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−31.10%
−11.60%
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
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Market-Cap Mix
L 33% · M 4% · S 58%
L 33% · M 60% · S 3%
Number of Stocks
15
35
Portfolio P/E
50.52
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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