Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
2.33%
6 Months
11.47%
5.53%
1 Year
5.40%
9.60%
3 Years
7.77%
6.75%
5 Years
—
7.07%
Since Inception
9.99%
13.02%
Fund Age
4 yrs 9 mo
14 yrs 9 mo
AUM
₹144.91 Cr
₹179.27 Cr
Alpha – 1 Year
0.68%
9.95%
Alpha – 3 Years
−4.32%
−2.25%
Information Ratio – 3 Years
0.13
-0.39
Volatility – 1 Year
24.35%
17.14%
Volatility – 3 Years
20.17%
14.92%
Beta – 1 Year
1.26
1.04
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.11
0.31
Sharpe Ratio – 3 Years
0.39
0.15
Worst Rolling Year
7.72%
-6.19%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−31.10%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
12.92%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 33% · M 4% · S 58%
L 69% · M 12% · S 15%
Number of Stocks
15
22
Portfolio P/E
50.52
—
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—