Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Green Lantern - Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
1.81%
6 Months
11.47%
9.83%
1 Year
5.40%
13.53%
3 Years
7.77%
28.65%
5 Years
—
30.15%
Since Inception
9.99%
22.72%
Fund Age
4 yrs 9 mo
8 yrs 8 mo
AUM
₹144.91 Cr
₹1,835.92 Cr
Alpha – 1 Year
0.68%
8.81%
Alpha – 3 Years
−4.32%
16.56%
Information Ratio – 3 Years
0.13
1.28
Volatility – 1 Year
24.35%
19.12%
Volatility – 3 Years
20.17%
18.89%
Beta – 1 Year
1.26
0.96
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.11
0.47
Sharpe Ratio – 3 Years
0.39
1.16
Worst Rolling Year
7.72%
-6.00%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−31.10%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
12.92%
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
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%