Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
KRChoksey - Alpha Invest
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%
0.97%
6 Months
11.47%
6.33%
1 Year
5.40%
−0.99%
3 Years
7.77%
6.26%
5 Years
—
6.47%
Since Inception
9.99%
5.18%
Fund Age
4 yrs 9 mo
19 yrs 5 mo
AUM
₹144.91 Cr
₹95.89 Cr
Alpha – 1 Year
0.68%
2.51%
Alpha – 3 Years
−4.32%
−2.73%
Information Ratio – 3 Years
0.13
-0.10
Volatility – 1 Year
24.35%
20.93%
Volatility – 3 Years
20.17%
17.77%
Beta – 1 Year
1.26
1.14
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.11
-0.20
Sharpe Ratio – 3 Years
0.39
0.23
Worst Rolling Year
7.72%
-21.50%
Value at Worst Rolling Year
₹1.08 Cr
₹0.79 Cr
Deepest Drawdown
−31.10%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
12.92%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 33% · M 4% · S 58%
L 77% · M 12% · S 11%
Number of Stocks
15
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%