Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Marcellus - Consistent Compounders
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%
4.02%
6 Months
11.47%
10.61%
1 Year
5.40%
3.27%
3 Years
7.77%
5.81%
5 Years
—
4.77%
Since Inception
9.99%
12.23%
Fund Age
4 yrs 9 mo
7 yrs 7 mo
AUM
₹144.91 Cr
₹1,666.24 Cr
Alpha – 1 Year
0.68%
3.70%
Alpha – 3 Years
−4.32%
−2.76%
Information Ratio – 3 Years
0.13
-0.29
Volatility – 1 Year
24.35%
19.50%
Volatility – 3 Years
20.17%
16.37%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.11
-0.02
Sharpe Ratio – 3 Years
0.39
0.10
Worst Rolling Year
7.72%
0.36%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−31.10%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
12.92%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%