Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Mansi share-seven islands PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
2.10%
6 Months
11.47%
29.13%
1 Year
5.40%
20.96%
3 Years
7.77%
17.22%
5 Years
—
—
Since Inception
9.99%
23.59%
Fund Age
4 yrs 9 mo
3 yrs 7 mo
AUM
₹144.91 Cr
₹147.56 Cr
Alpha – 1 Year
0.68%
16.24%
Alpha – 3 Years
−4.32%
5.13%
Information Ratio – 3 Years
0.13
0.33
Volatility – 1 Year
24.35%
30.80%
Volatility – 3 Years
20.17%
25.65%
Beta – 1 Year
1.26
1.54
Beta – 3 Years
1.11
1.41
Sharpe Ratio – 1 Year
0.11
0.58
Sharpe Ratio – 3 Years
0.39
0.54
Worst Rolling Year
7.72%
15.38%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−31.10%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
21.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 63% · M 11% · S 17%
Number of Stocks
15
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%