Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
11.47%
8.39%
1 Year
5.40%
14.45%
3 Years
7.77%
20.39%
5 Years
—
20.20%
Since Inception
9.99%
16.82%
Fund Age
4 yrs 9 mo
7 yrs 10 mo
AUM
₹144.91 Cr
₹12.77 Cr
Alpha – 1 Year
0.68%
7.59%
Alpha – 3 Years
−4.32%
9.35%
Information Ratio – 3 Years
0.13
0.38
Volatility – 1 Year
24.35%
12.27%
Volatility – 3 Years
20.17%
16.07%
Beta – 1 Year
1.26
1.23
Beta – 3 Years
1.11
1.51
Sharpe Ratio – 1 Year
0.11
0.74
Sharpe Ratio – 3 Years
0.39
0.80
Worst Rolling Year
7.72%
6.14%
Value at Worst Rolling Year
₹1.08 Cr
₹1.06 Cr
Deepest Drawdown
−31.10%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
26.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 22% · M 19% · S 28%
Number of Stocks
15
23
Portfolio P/E
50.52
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%