Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Ckredence-Business Cycle Fund
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%
2.97%
6 Months
11.47%
18.69%
1 Year
5.40%
17.43%
3 Years
7.77%
—
5 Years
—
—
Since Inception
9.99%
17.76%
Fund Age
4 yrs 9 mo
2 yrs 9 mo
AUM
₹144.91 Cr
₹197.55 Cr
Alpha – 1 Year
0.68%
17.78%
Alpha – 3 Years
−4.32%
—
Information Ratio – 3 Years
0.13
—
Volatility – 1 Year
24.35%
20.32%
Volatility – 3 Years
20.17%
—
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.11
0.63
Sharpe Ratio – 3 Years
0.39
—
Worst Rolling Year
7.72%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−31.10%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.92%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 4% · S 58%
L 18% · M 24% · S 51%
Number of Stocks
15
35
Portfolio P/E
50.52
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%