Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Composite India - GARP 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%
3.99%
6 Months
11.47%
22.77%
1 Year
5.40%
24.21%
3 Years
7.77%
13.20%
5 Years
—
12.56%
Since Inception
9.99%
18.69%
Fund Age
4 yrs 9 mo
7 yrs 4 mo
AUM
₹144.91 Cr
₹114.64 Cr
Alpha – 1 Year
0.68%
19.49%
Alpha – 3 Years
−4.32%
1.43%
Information Ratio – 3 Years
0.13
0.12
Volatility – 1 Year
24.35%
24.82%
Volatility – 3 Years
20.17%
21.64%
Beta – 1 Year
1.26
1.34
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.11
0.78
Sharpe Ratio – 3 Years
0.39
0.46
Worst Rolling Year
7.72%
10.43%
Value at Worst Rolling Year
₹1.08 Cr
₹1.10 Cr
Deepest Drawdown
−31.10%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 20% · M 28% · S 47%
Number of Stocks
15
32
Portfolio P/E
50.52
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%