Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
13.08%
6 Months
11.47%
39.75%
1 Year
5.40%
15.14%
3 Years
7.77%
13.51%
5 Years
—
—
Since Inception
9.99%
26.22%
Fund Age
4 yrs 9 mo
4 yrs 6 mo
AUM
₹144.91 Cr
₹81.24 Cr
Alpha – 1 Year
0.68%
11.38%
Alpha – 3 Years
−4.32%
2.62%
Information Ratio – 3 Years
0.13
0.33
Volatility – 1 Year
24.35%
46.80%
Volatility – 3 Years
20.17%
34.40%
Beta – 1 Year
1.26
2.21
Beta – 3 Years
1.11
1.57
Sharpe Ratio – 1 Year
0.11
0.38
Sharpe Ratio – 3 Years
0.39
0.37
Worst Rolling Year
7.72%
9.66%
Value at Worst Rolling Year
₹1.08 Cr
₹1.10 Cr
Deepest Drawdown
−31.10%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
21.78%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 33% · M 4% · S 58%
—
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%
—
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%