Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Karvy Capital - Excel
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
0.53%
6 Months
11.47%
5.22%
1 Year
5.40%
8.94%
3 Years
7.77%
10.33%
5 Years
—
10.77%
Since Inception
9.99%
10.49%
Fund Age
4 yrs 9 mo
9 yrs 9 mo
AUM
₹144.91 Cr
₹67.62 Cr
Alpha – 1 Year
0.68%
−0.44%
Alpha – 3 Years
−4.32%
0.76%
Information Ratio – 3 Years
0.13
0.44
Volatility – 1 Year
24.35%
2.31%
Volatility – 3 Years
20.17%
1.38%
Beta – 1 Year
1.26
0.41
Beta – 3 Years
1.11
0.46
Sharpe Ratio – 1 Year
0.11
1.46
Sharpe Ratio – 3 Years
0.39
3.36
Worst Rolling Year
7.72%
9.87%
Value at Worst Rolling Year
₹1.08 Cr
₹1.10 Cr
Deepest Drawdown
−31.10%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
Number of Stocks
15
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%