Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Ckredence-All Weather Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
3.56%
6 Months
11.47%
14.31%
1 Year
5.40%
23.04%
3 Years
7.77%
17.41%
5 Years
—
14.44%
Since Inception
9.99%
16.04%
Fund Age
4 yrs 9 mo
5 yrs 2 mo
AUM
₹144.91 Cr
₹246.55 Cr
Alpha – 1 Year
0.68%
18.32%
Alpha – 3 Years
−4.32%
5.32%
Information Ratio – 3 Years
0.13
0.69
Volatility – 1 Year
24.35%
16.66%
Volatility – 3 Years
20.17%
14.65%
Beta – 1 Year
1.26
0.91
Beta – 3 Years
1.11
0.83
Sharpe Ratio – 1 Year
0.11
1.02
Sharpe Ratio – 3 Years
0.39
0.82
Worst Rolling Year
7.72%
13.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−31.10%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 31% · M 25% · S 41%
Number of Stocks
15
33
Portfolio P/E
50.52
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%