Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Capitalmind - Surge India
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%
−2.53%
6 Months
11.47%
2.18%
1 Year
5.40%
−4.96%
3 Years
7.77%
15.69%
5 Years
—
15.58%
Since Inception
9.99%
10.95%
Fund Age
4 yrs 9 mo
8 yrs 8 mo
AUM
₹144.91 Cr
₹649.19 Cr
Alpha – 1 Year
0.68%
−4.53%
Alpha – 3 Years
−4.32%
7.12%
Information Ratio – 3 Years
0.13
0.60
Volatility – 1 Year
24.35%
15.34%
Volatility – 3 Years
20.17%
18.43%
Beta – 1 Year
1.26
0.74
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
0.11
-0.61
Sharpe Ratio – 3 Years
0.39
0.59
Worst Rolling Year
7.72%
-6.10%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−31.10%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
91.42%
Median Rolling Year
12.92%
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
Number of Stocks
15
—
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%
—
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%