Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Centrum PMS - Good to Great
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%
1.70%
6 Months
11.47%
9.08%
1 Year
5.40%
−2.99%
3 Years
7.77%
5.96%
5 Years
—
8.08%
Since Inception
9.99%
15.75%
Fund Age
4 yrs 9 mo
7 yrs 2 mo
AUM
₹144.91 Cr
₹61.93 Cr
Alpha – 1 Year
0.68%
−7.71%
Alpha – 3 Years
−4.32%
−6.13%
Information Ratio – 3 Years
0.13
-0.39
Volatility – 1 Year
24.35%
26.39%
Volatility – 3 Years
20.17%
21.38%
Beta – 1 Year
1.26
1.37
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.11
-0.20
Sharpe Ratio – 3 Years
0.39
0.18
Worst Rolling Year
7.72%
5.04%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−31.10%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 2% · M 12% · S 82%
Number of Stocks
15
24
Portfolio P/E
50.52
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%