Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Axis Pure Growth Portfolio
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%
−1.22%
6 Months
11.47%
5.87%
1 Year
5.40%
2.35%
3 Years
7.77%
13.67%
5 Years
—
15.58%
Since Inception
9.99%
16.64%
Fund Age
4 yrs 9 mo
5 yrs 6 mo
AUM
₹144.91 Cr
₹756.71 Cr
Alpha – 1 Year
0.68%
−0.63%
Alpha – 3 Years
−4.32%
1.78%
Information Ratio – 3 Years
0.13
0.09
Volatility – 1 Year
24.35%
15.74%
Volatility – 3 Years
20.17%
14.36%
Beta – 1 Year
1.26
0.82
Beta – 3 Years
1.11
0.84
Sharpe Ratio – 1 Year
0.11
-0.13
Sharpe Ratio – 3 Years
0.39
0.59
Worst Rolling Year
7.72%
13.38%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−31.10%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 4% · S 58%
L 43% · M 8% · S 37%
Number of Stocks
15
26
Portfolio P/E
50.52
34.08
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%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%