Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
11.47%
18.59%
1 Year
5.40%
13.77%
3 Years
7.77%
9.52%
5 Years
—
8.40%
Since Inception
9.99%
10.24%
Fund Age
4 yrs 9 mo
11 yrs
AUM
₹144.91 Cr
₹20.83 Cr
Alpha – 1 Year
0.68%
14.12%
Alpha – 3 Years
−4.32%
0.53%
Information Ratio – 3 Years
0.13
0.07
Volatility – 1 Year
24.35%
22.14%
Volatility – 3 Years
20.17%
20.01%
Beta – 1 Year
1.26
1.14
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.11
0.45
Sharpe Ratio – 3 Years
0.39
0.29
Worst Rolling Year
7.72%
-15.27%
Value at Worst Rolling Year
₹1.08 Cr
₹0.85 Cr
Deepest Drawdown
−31.10%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
12.92%
10.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 7% · M 9% · S 77%
Number of Stocks
15
25
Portfolio P/E
50.52
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%