Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
−0.10%
6 Months
11.47%
6.51%
1 Year
5.40%
15.14%
3 Years
7.77%
23.23%
5 Years
—
23.21%
Since Inception
9.99%
29.55%
Fund Age
4 yrs 9 mo
6 yrs 6 mo
AUM
₹144.91 Cr
₹66.34 Cr
Alpha – 1 Year
0.68%
10.42%
Alpha – 3 Years
−4.32%
11.14%
Information Ratio – 3 Years
0.13
1.31
Volatility – 1 Year
24.35%
19.62%
Volatility – 3 Years
20.17%
17.58%
Beta – 1 Year
1.26
1.01
Beta – 3 Years
1.11
1.01
Sharpe Ratio – 1 Year
0.11
0.54
Sharpe Ratio – 3 Years
0.39
0.98
Worst Rolling Year
7.72%
23.09%
Value at Worst Rolling Year
₹1.08 Cr
₹1.23 Cr
Deepest Drawdown
−31.10%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 34% · M 14% · S 34%
Number of Stocks
15
—
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%