Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
11.47%
−1.89%
1 Year
5.40%
−1.71%
3 Years
7.77%
14.33%
5 Years
—
13.36%
Since Inception
9.99%
22.84%
Fund Age
4 yrs 9 mo
5 yrs 5 mo
AUM
₹144.91 Cr
₹46.26 Cr
Alpha – 1 Year
0.68%
−6.43%
Alpha – 3 Years
−4.32%
2.24%
Information Ratio – 3 Years
0.13
0.22
Volatility – 1 Year
24.35%
19.18%
Volatility – 3 Years
20.17%
17.80%
Beta – 1 Year
1.26
1.02
Beta – 3 Years
1.11
1.04
Sharpe Ratio – 1 Year
0.11
-0.27
Sharpe Ratio – 3 Years
0.39
0.55
Worst Rolling Year
7.72%
13.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−31.10%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 69% · M 8% · S 22%
Number of Stocks
15
65
Portfolio P/E
50.52
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%