Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Girik Capital - Multi Cap Growth Equity Strategy
Anand Rathi Advisors - Decennium Opportunity
Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
11.47%
3.53%
1 Year
5.40%
−0.08%
3 Years
7.77%
14.56%
5 Years
—
12.33%
Since Inception
9.99%
18.88%
Fund Age
4 yrs 9 mo
16 yrs 7 mo
AUM
₹144.91 Cr
₹1,574.57 Cr
Alpha – 1 Year
0.68%
0.35%
Alpha – 3 Years
−4.32%
5.99%
Information Ratio – 3 Years
0.13
0.72
Volatility – 1 Year
24.35%
16.64%
Volatility – 3 Years
20.17%
15.28%
Beta – 1 Year
1.26
0.97
Beta – 3 Years
1.11
0.94
Sharpe Ratio – 1 Year
0.11
-0.25
Sharpe Ratio – 3 Years
0.39
0.61
Worst Rolling Year
7.72%
-0.31%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−31.10%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
12.92%
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 39% · M 8% · S 47%
Number of Stocks
15
33
Portfolio P/E
50.52
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%