Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
ICICI Prudential - Large Cap Portfolio
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%
2.16%
6 Months
11.47%
3.15%
1 Year
5.40%
11.06%
3 Years
7.77%
18.79%
5 Years
—
15.00%
Since Inception
9.99%
16.01%
Fund Age
4 yrs 9 mo
17 yrs 5 mo
AUM
₹144.91 Cr
₹905.13 Cr
Alpha – 1 Year
0.68%
11.41%
Alpha – 3 Years
−4.32%
9.79%
Information Ratio – 3 Years
0.13
1.56
Volatility – 1 Year
24.35%
18.35%
Volatility – 3 Years
20.17%
16.43%
Beta – 1 Year
1.26
1.10
Beta – 3 Years
1.11
1.12
Sharpe Ratio – 1 Year
0.11
0.38
Sharpe Ratio – 3 Years
0.39
0.82
Worst Rolling Year
7.72%
-6.60%
Value at Worst Rolling Year
₹1.08 Cr
₹0.93 Cr
Deepest Drawdown
−31.10%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
98.49%
Median Rolling Year
12.92%
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
L 33% · M 4% · S 58%
L 91% · M 6% · S 0%
Number of Stocks
15
28
Portfolio P/E
50.52
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%
1% / 0% / 0%