Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
11.47%
0.32%
1 Year
5.40%
1.03%
3 Years
7.77%
14.82%
5 Years
—
11.82%
Since Inception
9.99%
13.07%
Fund Age
4 yrs 9 mo
5 yrs 2 mo
AUM
₹144.91 Cr
₹56.08 Cr
Alpha – 1 Year
0.68%
−1.95%
Alpha – 3 Years
−4.32%
2.94%
Information Ratio – 3 Years
0.13
0.18
Volatility – 1 Year
24.35%
13.89%
Volatility – 3 Years
20.17%
18.35%
Beta – 1 Year
1.26
0.75
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.11
-0.25
Sharpe Ratio – 3 Years
0.39
0.55
Worst Rolling Year
7.72%
12.65%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−31.10%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 38% · M 29% · S 24%
Number of Stocks
15
37
Portfolio P/E
50.52
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%