Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Composite India - Emerging Star 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%
5.76%
6 Months
11.47%
25.00%
1 Year
5.40%
17.14%
3 Years
7.77%
16.20%
5 Years
—
15.34%
Since Inception
9.99%
19.60%
Fund Age
4 yrs 9 mo
7 yrs 3 mo
AUM
₹144.91 Cr
₹127.23 Cr
Alpha – 1 Year
0.68%
12.42%
Alpha – 3 Years
−4.32%
4.43%
Information Ratio – 3 Years
0.13
0.38
Volatility – 1 Year
24.35%
23.12%
Volatility – 3 Years
20.17%
20.20%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.11
0.56
Sharpe Ratio – 3 Years
0.39
0.61
Worst Rolling Year
7.72%
13.55%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−31.10%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 26% · M 19% · S 50%
Number of Stocks
15
101
Portfolio P/E
50.52
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%