Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
ATLAS - Midcap 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%
−0.22%
6 Months
11.47%
8.59%
1 Year
5.40%
1.40%
3 Years
7.77%
11.84%
5 Years
—
6.21%
Since Inception
9.99%
7.85%
Fund Age
4 yrs 9 mo
5 yrs 3 mo
AUM
₹144.91 Cr
₹3.73 Cr
Alpha – 1 Year
0.68%
−3.32%
Alpha – 3 Years
−4.32%
−0.25%
Information Ratio – 3 Years
0.13
0.11
Volatility – 1 Year
24.35%
23.13%
Volatility – 3 Years
20.17%
17.54%
Beta – 1 Year
1.26
1.25
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.11
-0.06
Sharpe Ratio – 3 Years
0.39
0.45
Worst Rolling Year
7.72%
5.77%
Value at Worst Rolling Year
₹1.08 Cr
₹1.06 Cr
Deepest Drawdown
−31.10%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
12.08%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 3% · M 32% · S 59%
Number of Stocks
15
19
Portfolio P/E
50.52
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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%