Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
11.47%
0.45%
1 Year
5.40%
16.80%
3 Years
7.77%
15.56%
5 Years
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—
Since Inception
9.99%
15.35%
Fund Age
4 yrs 9 mo
3 yrs 6 mo
AUM
₹144.91 Cr
₹61.98 Cr
Alpha – 1 Year
0.68%
17.23%
Alpha – 3 Years
−4.32%
6.99%
Information Ratio – 3 Years
0.13
1.06
Volatility – 1 Year
24.35%
17.17%
Volatility – 3 Years
20.17%
13.50%
Beta – 1 Year
1.26
0.94
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
0.11
0.68
Sharpe Ratio – 3 Years
0.39
0.75
Worst Rolling Year
7.72%
15.00%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−31.10%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
17.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 43% · M 31% · S 18%
Number of Stocks
15
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%