Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Bonanza - Edge
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%
4.43%
6 Months
11.47%
22.24%
1 Year
5.40%
21.33%
3 Years
7.77%
15.83%
5 Years
—
20.63%
Since Inception
9.99%
19.53%
Fund Age
4 yrs 9 mo
11 yrs
AUM
₹144.91 Cr
₹101.92 Cr
Alpha – 1 Year
0.68%
21.68%
Alpha – 3 Years
−4.32%
6.83%
Information Ratio – 3 Years
0.13
0.61
Volatility – 1 Year
24.35%
21.87%
Volatility – 3 Years
20.17%
21.68%
Beta – 1 Year
1.26
1.10
Beta – 3 Years
1.11
1.12
Sharpe Ratio – 1 Year
0.11
0.75
Sharpe Ratio – 3 Years
0.39
0.65
Worst Rolling Year
7.72%
-17.09%
Value at Worst Rolling Year
₹1.08 Cr
₹0.83 Cr
Deepest Drawdown
−31.10%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
12.92%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 15% · M 12% · S 59%
Number of Stocks
15
65
Portfolio P/E
50.52
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%