Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
2.75%
6 Months
11.47%
26.95%
1 Year
5.40%
13.12%
3 Years
7.77%
17.80%
5 Years
—
15.04%
Since Inception
9.99%
22.70%
Fund Age
4 yrs 9 mo
8 yrs
AUM
₹144.91 Cr
₹357.26 Cr
Alpha – 1 Year
0.68%
10.14%
Alpha – 3 Years
−4.32%
5.90%
Information Ratio – 3 Years
0.13
0.31
Volatility – 1 Year
24.35%
32.38%
Volatility – 3 Years
20.17%
25.45%
Beta – 1 Year
1.26
1.68
Beta – 3 Years
1.11
1.37
Sharpe Ratio – 1 Year
0.11
0.36
Sharpe Ratio – 3 Years
0.39
0.56
Worst Rolling Year
7.72%
11.19%
Value at Worst Rolling Year
₹1.08 Cr
₹1.11 Cr
Deepest Drawdown
−31.10%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 7% · M 19% · S 59%
Number of Stocks
15
42
Portfolio P/E
50.52
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%