Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Badjate Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
0.08%
6 Months
11.47%
9.62%
1 Year
5.40%
2.22%
3 Years
7.77%
18.64%
5 Years
—
16.68%
Since Inception
9.99%
18.59%
Fund Age
4 yrs 9 mo
5 yrs
AUM
₹144.91 Cr
₹159.01 Cr
Alpha – 1 Year
0.68%
−0.76%
Alpha – 3 Years
−4.32%
6.74%
Information Ratio – 3 Years
0.13
0.40
Volatility – 1 Year
24.35%
25.41%
Volatility – 3 Years
20.17%
25.71%
Beta – 1 Year
1.26
1.32
Beta – 3 Years
1.11
1.31
Sharpe Ratio – 1 Year
0.11
-0.02
Sharpe Ratio – 3 Years
0.39
0.58
Worst Rolling Year
7.72%
17.76%
Value at Worst Rolling Year
₹1.08 Cr
₹1.18 Cr
Deepest Drawdown
−31.10%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 7% · M 14% · S 74%
Number of Stocks
15
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—