Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Ckredence-Diversified Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
5.36%
6 Months
11.47%
17.83%
1 Year
5.40%
22.60%
3 Years
7.77%
18.89%
5 Years
—
16.73%
Since Inception
9.99%
18.63%
Fund Age
4 yrs 9 mo
5 yrs 2 mo
AUM
₹144.91 Cr
₹146.97 Cr
Alpha – 1 Year
0.68%
17.88%
Alpha – 3 Years
−4.32%
6.80%
Information Ratio – 3 Years
0.13
0.75
Volatility – 1 Year
24.35%
20.18%
Volatility – 3 Years
20.17%
16.94%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.11
0.94
Sharpe Ratio – 1 Year
0.11
0.85
Sharpe Ratio – 3 Years
0.39
0.80
Worst Rolling Year
7.72%
15.50%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−31.10%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 20% · M 19% · S 58%
Number of Stocks
15
32
Portfolio P/E
50.52
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%