Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Avestha - Growth
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%
0.64%
6 Months
11.47%
21.51%
1 Year
5.40%
15.87%
3 Years
7.77%
14.38%
5 Years
—
17.96%
Since Inception
9.99%
16.82%
Fund Age
4 yrs 9 mo
8 yrs 9 mo
AUM
₹144.91 Cr
₹1,503.25 Cr
Alpha – 1 Year
0.68%
11.15%
Alpha – 3 Years
−4.32%
2.29%
Information Ratio – 3 Years
0.13
0.39
Volatility – 1 Year
24.35%
27.51%
Volatility – 3 Years
20.17%
22.70%
Beta – 1 Year
1.26
1.48
Beta – 3 Years
1.11
1.25
Sharpe Ratio – 1 Year
0.11
0.47
Sharpe Ratio – 3 Years
0.39
0.50
Worst Rolling Year
7.72%
1.64%
Value at Worst Rolling Year
₹1.08 Cr
₹1.02 Cr
Deepest Drawdown
−31.10%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 12% · M 19% · S 67%
Number of Stocks
15
17
Portfolio P/E
50.52
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%