Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
ORO - All Weather Portfolio
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%
−0.19%
6 Months
11.47%
−0.42%
1 Year
5.40%
−4.58%
3 Years
7.77%
16.32%
5 Years
—
13.17%
Since Inception
9.99%
13.94%
Fund Age
4 yrs 9 mo
6 yrs 6 mo
AUM
₹144.91 Cr
₹13.16 Cr
Alpha – 1 Year
0.68%
−7.56%
Alpha – 3 Years
−4.32%
4.42%
Information Ratio – 3 Years
0.13
0.49
Volatility – 1 Year
24.35%
16.90%
Volatility – 3 Years
20.17%
17.54%
Beta – 1 Year
1.26
0.86
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
0.11
-0.52
Sharpe Ratio – 3 Years
0.39
0.69
Worst Rolling Year
7.72%
3.91%
Value at Worst Rolling Year
₹1.08 Cr
₹1.04 Cr
Deepest Drawdown
−31.10%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 66% · M 23%
Number of Stocks
15
20
Portfolio P/E
50.52
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%