Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Master Trust India Growth Strategy
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%
5.45%
6 Months
11.47%
16.85%
1 Year
5.40%
9.30%
3 Years
7.77%
14.05%
5 Years
—
14.30%
Since Inception
9.99%
24.29%
Fund Age
4 yrs 9 mo
14 yrs 10 mo
AUM
₹144.91 Cr
₹372.24 Cr
Alpha – 1 Year
0.68%
4.58%
Alpha – 3 Years
−4.32%
1.97%
Information Ratio – 3 Years
0.13
0.33
Volatility – 1 Year
24.35%
21.18%
Volatility – 3 Years
20.17%
20.18%
Beta – 1 Year
1.26
1.04
Beta – 3 Years
1.11
1.12
Sharpe Ratio – 1 Year
0.11
0.27
Sharpe Ratio – 3 Years
0.39
0.49
Worst Rolling Year
7.72%
-10.46%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−31.10%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
12.92%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1.5% / 0.5%