Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
MASK Prime Picks
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%
1.74%
6 Months
11.47%
3.03%
1 Year
5.40%
3.99%
3 Years
7.77%
8.85%
5 Years
—
8.35%
Since Inception
9.99%
10.50%
Fund Age
4 yrs 9 mo
8 yrs 2 mo
AUM
₹144.91 Cr
₹274.26 Cr
Alpha – 1 Year
0.68%
−0.73%
Alpha – 3 Years
−4.32%
−3.23%
Information Ratio – 3 Years
0.13
-0.72
Volatility – 1 Year
24.35%
15.72%
Volatility – 3 Years
20.17%
15.15%
Beta – 1 Year
1.26
0.89
Beta – 3 Years
1.11
0.94
Sharpe Ratio – 1 Year
0.11
-0.08
Sharpe Ratio – 3 Years
0.39
0.27
Worst Rolling Year
7.72%
7.13%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−31.10%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 48% · M 27% · S 18%
Number of Stocks
15
40
Portfolio P/E
50.52
30.14
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 · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%