Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Buoyant - Opportunities
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%
1.73%
6 Months
11.47%
2.87%
1 Year
5.40%
8.13%
3 Years
7.77%
16.18%
5 Years
—
18.39%
Since Inception
9.99%
20.76%
Fund Age
4 yrs 9 mo
10 yrs
AUM
₹144.91 Cr
₹12,257.23 Cr
Alpha – 1 Year
0.68%
5.15%
Alpha – 3 Years
−4.32%
4.29%
Information Ratio – 3 Years
0.13
0.41
Volatility – 1 Year
24.35%
17.45%
Volatility – 3 Years
20.17%
14.35%
Beta – 1 Year
1.26
0.98
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
0.11
0.22
Sharpe Ratio – 3 Years
0.39
0.68
Worst Rolling Year
7.72%
-5.58%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−31.10%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
12.92%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 55% · M 21% · S 12%
Number of Stocks
15
40
Portfolio P/E
50.52
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%