Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
NJ - Multicap
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%
2.92%
6 Months
11.47%
8.20%
1 Year
5.40%
15.48%
3 Years
7.77%
18.05%
5 Years
—
15.54%
Since Inception
9.99%
14.61%
Fund Age
4 yrs 9 mo
10 yrs 4 mo
AUM
₹144.91 Cr
₹747.6 Cr
Alpha – 1 Year
0.68%
15.83%
Alpha – 3 Years
−4.32%
9.06%
Information Ratio – 3 Years
0.13
0.72
Volatility – 1 Year
24.35%
18.67%
Volatility – 3 Years
20.17%
21.45%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.11
1.31
Sharpe Ratio – 1 Year
0.11
0.58
Sharpe Ratio – 3 Years
0.39
0.64
Worst Rolling Year
7.72%
-13.89%
Value at Worst Rolling Year
₹1.08 Cr
₹0.86 Cr
Deepest Drawdown
−31.10%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
12.92%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 35% · M 50% · S 14%
Number of Stocks
15
25
Portfolio P/E
50.52
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%