Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Hanut - Fundamental Quant
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
3.57%
6 Months
11.47%
13.27%
1 Year
5.40%
19.25%
3 Years
7.77%
19.26%
5 Years
—
12.69%
Since Inception
9.99%
18.49%
Fund Age
4 yrs 9 mo
7 yrs 3 mo
AUM
₹144.91 Cr
₹40.18 Cr
Alpha – 1 Year
0.68%
14.53%
Alpha – 3 Years
−4.32%
7.17%
Information Ratio – 3 Years
0.13
0.70
Volatility – 1 Year
24.35%
26.49%
Volatility – 3 Years
20.17%
18.75%
Beta – 1 Year
1.26
1.37
Beta – 3 Years
1.11
1.06
Sharpe Ratio – 1 Year
0.11
0.59
Sharpe Ratio – 3 Years
0.39
0.71
Worst Rolling Year
7.72%
12.14%
Value at Worst Rolling Year
₹1.08 Cr
₹1.12 Cr
Deepest Drawdown
−31.10%
−15.45%
Recovery Period
Not yet recovered
24 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 13% · M 41% · S 44%
Number of Stocks
15
36
Portfolio P/E
50.52
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%