Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
3.76%
6 Months
11.47%
11.66%
1 Year
5.40%
12.54%
3 Years
7.77%
11.42%
5 Years
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—
Since Inception
9.99%
6.78%
Fund Age
4 yrs 9 mo
4 yrs 10 mo
AUM
₹144.91 Cr
₹2.34 Cr
Alpha – 1 Year
0.68%
7.82%
Alpha – 3 Years
−4.32%
−0.67%
Information Ratio – 3 Years
0.13
-0.04
Volatility – 1 Year
24.35%
21.44%
Volatility – 3 Years
20.17%
14.93%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.11
0.81
Sharpe Ratio – 1 Year
0.11
0.41
Sharpe Ratio – 3 Years
0.39
0.50
Worst Rolling Year
7.72%
3.84%
Value at Worst Rolling Year
₹1.08 Cr
₹1.04 Cr
Deepest Drawdown
−31.10%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
9.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 46% · M 22% · S 27%
Number of Stocks
15
19
Portfolio P/E
50.52
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%