Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Karma - Wealth Builder
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%
4.30%
6 Months
11.47%
9.50%
1 Year
5.40%
10.30%
3 Years
7.77%
13.40%
5 Years
—
13.85%
Since Inception
9.99%
12.90%
Fund Age
4 yrs 9 mo
19 yrs 8 mo
AUM
₹144.91 Cr
₹295.65 Cr
Alpha – 1 Year
0.68%
5.60%
Alpha – 3 Years
−4.32%
1.30%
Information Ratio – 3 Years
0.13
0.46
Volatility – 1 Year
24.35%
20.18%
Volatility – 3 Years
20.17%
17.30%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.11
0.32
Sharpe Ratio – 3 Years
0.39
0.49
Worst Rolling Year
7.72%
-20.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.79 Cr
Deepest Drawdown
−31.10%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
12.92%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 33% · M 4% · S 58%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –