Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
JM Financial - Focus
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%
1.03%
6 Months
11.47%
6.82%
1 Year
5.40%
3.42%
3 Years
7.77%
13.55%
5 Years
—
9.47%
Since Inception
9.99%
15.08%
Fund Age
4 yrs 9 mo
13 yrs 9 mo
AUM
₹144.91 Cr
₹319.05 Cr
Alpha – 1 Year
0.68%
0.44%
Alpha – 3 Years
−4.32%
1.66%
Information Ratio – 3 Years
0.13
0.24
Volatility – 1 Year
24.35%
13.79%
Volatility – 3 Years
20.17%
15.92%
Beta – 1 Year
1.26
0.75
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.11
-0.08
Sharpe Ratio – 3 Years
0.39
0.53
Worst Rolling Year
7.72%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−31.10%
−20.24%
Recovery Period
Not yet recovered
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 63% · M 12% · S 18%
Number of Stocks
15
49
Portfolio P/E
50.52
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%