Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Equirus Securities - Long Horizon 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%
5.54%
6 Months
11.47%
29.52%
1 Year
5.40%
27.35%
3 Years
7.77%
14.30%
5 Years
—
12.28%
Since Inception
9.99%
21.22%
Fund Age
4 yrs 9 mo
9 yrs 10 mo
AUM
₹144.91 Cr
₹374.43 Cr
Alpha – 1 Year
0.68%
22.63%
Alpha – 3 Years
−4.32%
2.21%
Information Ratio – 3 Years
0.13
0.15
Volatility – 1 Year
24.35%
28.49%
Volatility – 3 Years
20.17%
24.50%
Beta – 1 Year
1.26
1.39
Beta – 3 Years
1.11
1.24
Sharpe Ratio – 1 Year
0.11
0.80
Sharpe Ratio – 3 Years
0.39
0.46
Worst Rolling Year
7.72%
-3.89%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−31.10%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
12.92%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
M 4% · S 95%
Number of Stocks
15
29
Portfolio P/E
50.52
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%