Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Motilal Oswal - Ethical
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%
1.53%
6 Months
11.47%
18.13%
1 Year
5.40%
13.15%
3 Years
7.77%
14.12%
5 Years
—
11.96%
Since Inception
9.99%
13.25%
Fund Age
4 yrs 9 mo
5 yrs 1 mo
AUM
₹144.91 Cr
₹77.09 Cr
Alpha – 1 Year
0.68%
10.17%
Alpha – 3 Years
−4.32%
2.24%
Information Ratio – 3 Years
0.13
0.36
Volatility – 1 Year
24.35%
23.76%
Volatility – 3 Years
20.17%
19.81%
Beta – 1 Year
1.26
1.23
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.11
0.40
Sharpe Ratio – 3 Years
0.39
0.50
Worst Rolling Year
7.72%
8.04%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−31.10%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 28% · M 28% · S 44%
Number of Stocks
15
20
Portfolio P/E
50.52
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%