Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
0.31%
6 Months
11.47%
−0.02%
1 Year
5.40%
9.16%
3 Years
7.77%
15.25%
5 Years
—
10.25%
Since Inception
9.99%
11.62%
Fund Age
4 yrs 9 mo
7 yrs 3 mo
AUM
₹144.91 Cr
₹55.42 Cr
Alpha – 1 Year
0.68%
9.51%
Alpha – 3 Years
−4.32%
6.25%
Information Ratio – 3 Years
0.13
0.85
Volatility – 1 Year
24.35%
16.48%
Volatility – 3 Years
20.17%
14.29%
Beta – 1 Year
1.26
0.90
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.11
0.29
Sharpe Ratio – 3 Years
0.39
0.70
Worst Rolling Year
7.72%
4.67%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−31.10%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 43% · M 13% · S 23%
Number of Stocks
15
89
Portfolio P/E
50.52
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%