Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Ksema - Multicap
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%
0.82%
6 Months
11.47%
2.65%
1 Year
5.40%
10.76%
3 Years
7.77%
12.77%
5 Years
—
14.58%
Since Inception
9.99%
17.50%
Fund Age
4 yrs 9 mo
7 yrs 7 mo
AUM
₹144.91 Cr
₹83.87 Cr
Alpha – 1 Year
0.68%
11.11%
Alpha – 3 Years
−4.32%
3.77%
Information Ratio – 3 Years
0.13
0.46
Volatility – 1 Year
24.35%
18.53%
Volatility – 3 Years
20.17%
17.03%
Beta – 1 Year
1.26
1.11
Beta – 3 Years
1.11
1.11
Sharpe Ratio – 1 Year
0.11
0.36
Sharpe Ratio – 3 Years
0.39
0.48
Worst Rolling Year
7.72%
12.58%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−31.10%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
20.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 54% · M 18% · S 28%
Number of Stocks
15
51
Portfolio P/E
50.52
23.77
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 · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%