Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Karma Capital Lotus
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%
2.20%
6 Months
11.47%
9.70%
1 Year
5.40%
10.00%
3 Years
7.77%
17.10%
5 Years
—
—
Since Inception
9.99%
23.10%
Fund Age
4 yrs 9 mo
3 yrs 6 mo
AUM
₹144.91 Cr
₹24.16 Cr
Alpha – 1 Year
0.68%
5.30%
Alpha – 3 Years
−4.32%
5.00%
Information Ratio – 3 Years
0.13
0.96
Volatility – 1 Year
24.35%
16.88%
Volatility – 3 Years
20.17%
15.62%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.11
0.93
Sharpe Ratio – 1 Year
0.11
0.34
Sharpe Ratio – 3 Years
0.39
0.81
Worst Rolling Year
7.72%
16.97%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−31.10%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –