Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
11.47%
0.68%
1 Year
5.40%
4.83%
3 Years
7.77%
11.13%
5 Years
—
9.90%
Since Inception
9.99%
12.28%
Fund Age
4 yrs 9 mo
15 yrs 2 mo
AUM
₹144.91 Cr
₹29.37 Cr
Alpha – 1 Year
0.68%
0.11%
Alpha – 3 Years
−4.32%
−0.96%
Information Ratio – 3 Years
0.13
-0.05
Volatility – 1 Year
24.35%
19.36%
Volatility – 3 Years
20.17%
17.04%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.11
0.06
Sharpe Ratio – 3 Years
0.39
0.43
Worst Rolling Year
7.72%
-9.48%
Value at Worst Rolling Year
₹1.08 Cr
₹0.91 Cr
Deepest Drawdown
−31.10%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
12.92%
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
L 33% · M 4% · S 58%
L 58% · M 7% · S 23%
Number of Stocks
15
23
Portfolio P/E
50.52
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%