Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
NJ - Bluechip
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%
−1.21%
6 Months
11.47%
5.09%
1 Year
5.40%
0.26%
3 Years
7.77%
9.53%
5 Years
—
5.40%
Since Inception
9.99%
12.09%
Fund Age
4 yrs 9 mo
8 yrs 5 mo
AUM
₹144.91 Cr
₹1,644.09 Cr
Alpha – 1 Year
0.68%
0.61%
Alpha – 3 Years
−4.32%
0.54%
Information Ratio – 3 Years
0.13
0.06
Volatility – 1 Year
24.35%
17.94%
Volatility – 3 Years
20.17%
17.25%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
1.11
1.11
Sharpe Ratio – 1 Year
0.11
-0.20
Sharpe Ratio – 3 Years
0.39
0.31
Worst Rolling Year
7.72%
2.29%
Value at Worst Rolling Year
₹1.08 Cr
₹1.02 Cr
Deepest Drawdown
−31.10%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 49% · M 36% · S 14%
Number of Stocks
15
20
Portfolio P/E
50.52
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%