Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Eureka signature approach
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%
0.53%
6 Months
11.47%
8.20%
1 Year
5.40%
10.87%
3 Years
7.77%
16.09%
5 Years
—
14.49%
Since Inception
9.99%
9.93%
Fund Age
4 yrs 9 mo
8 yrs 9 mo
AUM
₹144.91 Cr
₹64.23 Cr
Alpha – 1 Year
0.68%
7.11%
Alpha – 3 Years
−4.32%
5.20%
Information Ratio – 3 Years
0.13
0.63
Volatility – 1 Year
24.35%
21.13%
Volatility – 3 Years
20.17%
19.82%
Beta – 1 Year
1.26
1.16
Beta – 3 Years
1.11
1.20
Sharpe Ratio – 1 Year
0.11
0.35
Sharpe Ratio – 3 Years
0.39
0.59
Worst Rolling Year
7.72%
-6.69%
Value at Worst Rolling Year
₹1.08 Cr
₹0.93 Cr
Deepest Drawdown
−31.10%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
12.92%
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 25% · M 25% · S 42%
Number of Stocks
15
42
Portfolio P/E
50.52
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –