Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Bonanza - Growth
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%
3.68%
6 Months
11.47%
−1.81%
1 Year
5.40%
5.85%
3 Years
7.77%
8.65%
5 Years
—
7.90%
Since Inception
9.99%
16.09%
Fund Age
4 yrs 9 mo
16 yrs 4 mo
AUM
₹144.91 Cr
₹22.08 Cr
Alpha – 1 Year
0.68%
6.20%
Alpha – 3 Years
−4.32%
−0.35%
Information Ratio – 3 Years
0.13
0.11
Volatility – 1 Year
24.35%
17.32%
Volatility – 3 Years
20.17%
15.11%
Beta – 1 Year
1.26
0.79
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
0.11
0.10
Sharpe Ratio – 3 Years
0.39
0.36
Worst Rolling Year
7.72%
0.88%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−31.10%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
12.92%
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 22% · M 16% · S 47%
Number of Stocks
15
37
Portfolio P/E
50.52
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%