Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
PGIM India Equity 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%
3.44%
6 Months
11.47%
14.84%
1 Year
5.40%
−4.03%
3 Years
7.77%
5.65%
5 Years
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—
Since Inception
9.99%
11.22%
Fund Age
4 yrs 9 mo
3 yrs 7 mo
AUM
₹144.91 Cr
₹83.14 Cr
Alpha – 1 Year
0.68%
−3.68%
Alpha – 3 Years
−4.32%
−3.35%
Information Ratio – 3 Years
0.13
-0.26
Volatility – 1 Year
24.35%
22.60%
Volatility – 3 Years
20.17%
18.97%
Beta – 1 Year
1.26
1.04
Beta – 3 Years
1.11
1.04
Sharpe Ratio – 1 Year
0.11
-0.31
Sharpe Ratio – 3 Years
0.39
0.11
Worst Rolling Year
7.72%
4.98%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−31.10%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
7.75%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 9% · M 28% · S 60%
Number of Stocks
15
27
Portfolio P/E
50.52
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%