Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
2.00%
6 Months
11.47%
4.51%
1 Year
5.40%
15.12%
3 Years
7.77%
22.90%
5 Years
—
—
Since Inception
9.99%
24.96%
Fund Age
4 yrs 9 mo
4 yrs 7 mo
AUM
₹144.91 Cr
₹136 Cr
Alpha – 1 Year
0.68%
10.40%
Alpha – 3 Years
−4.32%
10.82%
Information Ratio – 3 Years
0.13
1.17
Volatility – 1 Year
24.35%
19.24%
Volatility – 3 Years
20.17%
20.81%
Beta – 1 Year
1.26
1.07
Beta – 3 Years
1.11
1.25
Sharpe Ratio – 1 Year
0.11
0.55
Sharpe Ratio – 3 Years
0.39
0.85
Worst Rolling Year
7.72%
21.90%
Value at Worst Rolling Year
₹1.08 Cr
₹1.22 Cr
Deepest Drawdown
−31.10%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
31.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 53% · M 22% · S 20%
Number of Stocks
15
18
Portfolio P/E
50.52
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%