Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
IDPL Wealthy Nivesh Multi-Asset PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
6.88%
6 Months
11.47%
—
1 Year
5.40%
—
3 Years
7.77%
—
5 Years
—
—
Since Inception
9.99%
−0.16%
Fund Age
4 yrs 9 mo
5 mo
AUM
₹144.91 Cr
₹7.04 Cr
Alpha – 1 Year
0.68%
—
Alpha – 3 Years
−4.32%
—
Information Ratio – 3 Years
0.13
—
Volatility – 1 Year
24.35%
—
Volatility – 3 Years
20.17%
—
Beta – 1 Year
1.26
—
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.11
—
Sharpe Ratio – 3 Years
0.39
—
Worst Rolling Year
7.72%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−31.10%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.92%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 4% · S 58%
L 38% · M 29% · S 25%
Number of Stocks
15
7
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%
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –