Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Motilal Oswal - NTDOP
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%
3.69%
6 Months
11.47%
8.66%
1 Year
5.40%
4.44%
3 Years
7.77%
14.48%
5 Years
—
8.94%
Since Inception
9.99%
14.23%
Fund Age
4 yrs 9 mo
18 yrs 11 mo
AUM
₹144.91 Cr
₹4,562.38 Cr
Alpha – 1 Year
0.68%
1.46%
Alpha – 3 Years
−4.32%
2.60%
Information Ratio – 3 Years
0.13
0.08
Volatility – 1 Year
24.35%
20.33%
Volatility – 3 Years
20.17%
19.22%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.11
1.12
Sharpe Ratio – 1 Year
0.11
0.00
Sharpe Ratio – 3 Years
0.39
0.51
Worst Rolling Year
7.72%
-6.78%
Value at Worst Rolling Year
₹1.08 Cr
₹0.93 Cr
Deepest Drawdown
−31.10%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
12.92%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 16% · M 42% · S 38%
Number of Stocks
15
33
Portfolio P/E
50.52
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%