Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Bonanza Aegis
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%
7.97%
6 Months
11.47%
14.27%
1 Year
5.40%
23.41%
3 Years
7.77%
16.93%
5 Years
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—
Since Inception
9.99%
22.21%
Fund Age
4 yrs 9 mo
4 yrs 3 mo
AUM
₹144.91 Cr
₹102.02 Cr
Alpha – 1 Year
0.68%
23.76%
Alpha – 3 Years
−4.32%
7.93%
Information Ratio – 3 Years
0.13
0.60
Volatility – 1 Year
24.35%
21.94%
Volatility – 3 Years
20.17%
20.42%
Beta – 1 Year
1.26
0.82
Beta – 3 Years
1.11
0.84
Sharpe Ratio – 1 Year
0.11
0.82
Sharpe Ratio – 3 Years
0.39
0.71
Worst Rolling Year
7.72%
16.27%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−31.10%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
22.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 10% · M 8% · S 74%
Number of Stocks
15
61
Portfolio P/E
50.52
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%