Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Nippon - Emerging India - EIP
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%
2.63%
6 Months
11.47%
13.11%
1 Year
5.40%
15.44%
3 Years
7.77%
15.82%
5 Years
—
15.29%
Since Inception
9.99%
15.37%
Fund Age
4 yrs 9 mo
9 yrs 4 mo
AUM
₹144.91 Cr
₹32.48 Cr
Alpha – 1 Year
0.68%
10.72%
Alpha – 3 Years
−4.32%
3.73%
Information Ratio – 3 Years
0.13
0.69
Volatility – 1 Year
24.35%
17.99%
Volatility – 3 Years
20.17%
17.45%
Beta – 1 Year
1.26
0.99
Beta – 3 Years
1.11
1.02
Sharpe Ratio – 1 Year
0.11
0.59
Sharpe Ratio – 3 Years
0.39
0.71
Worst Rolling Year
7.72%
-6.27%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−31.10%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
12.92%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 8% · M 22% · S 44%
Number of Stocks
15
30
Portfolio P/E
50.52
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%