Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
0.78%
6 Months
11.47%
11.75%
1 Year
5.40%
−2.37%
3 Years
7.77%
17.81%
5 Years
—
14.66%
Since Inception
9.99%
18.91%
Fund Age
4 yrs 9 mo
23 yrs 5 mo
AUM
₹144.91 Cr
₹3,220.2 Cr
Alpha – 1 Year
0.68%
−5.35%
Alpha – 3 Years
−4.32%
5.93%
Information Ratio – 3 Years
0.13
0.54
Volatility – 1 Year
24.35%
21.49%
Volatility – 3 Years
20.17%
20.84%
Beta – 1 Year
1.26
1.07
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.11
-0.27
Sharpe Ratio – 3 Years
0.39
0.64
Worst Rolling Year
7.72%
-7.44%
Value at Worst Rolling Year
₹1.08 Cr
₹0.93 Cr
Deepest Drawdown
−31.10%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
12.92%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 28% · M 48% · S 19%
Number of Stocks
15
27
Portfolio P/E
50.52
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%