Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
11.47%
6.66%
1 Year
5.40%
7.95%
3 Years
7.77%
14.01%
5 Years
—
12.40%
Since Inception
9.99%
16.07%
Fund Age
4 yrs 9 mo
12 yrs 5 mo
AUM
₹144.91 Cr
₹27.98 Cr
Alpha – 1 Year
0.68%
3.23%
Alpha – 3 Years
−4.32%
1.92%
Information Ratio – 3 Years
0.13
0.55
Volatility – 1 Year
24.35%
16.42%
Volatility – 3 Years
20.17%
14.36%
Beta – 1 Year
1.26
0.92
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.11
0.15
Sharpe Ratio – 3 Years
0.39
0.63
Worst Rolling Year
7.72%
-4.39%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−31.10%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
12.92%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 25% · M 6% · S 37%
Number of Stocks
15
30
Portfolio P/E
50.52
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%