Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
PGIM India - Phoenix 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%
3.66%
6 Months
11.47%
18.51%
1 Year
5.40%
2.32%
3 Years
7.77%
8.56%
5 Years
—
13.23%
Since Inception
9.99%
12.52%
Fund Age
4 yrs 9 mo
10 yrs
AUM
₹144.91 Cr
₹60.22 Cr
Alpha – 1 Year
0.68%
2.67%
Alpha – 3 Years
−4.32%
−0.44%
Information Ratio – 3 Years
0.13
-0.03
Volatility – 1 Year
24.35%
27.56%
Volatility – 3 Years
20.17%
21.93%
Beta – 1 Year
1.26
1.33
Beta – 3 Years
1.11
1.17
Sharpe Ratio – 1 Year
0.11
0.01
Sharpe Ratio – 3 Years
0.39
0.24
Worst Rolling Year
7.72%
-13.90%
Value at Worst Rolling Year
₹1.08 Cr
₹0.86 Cr
Deepest Drawdown
−31.10%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
12.92%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
M 3% · S 93%
Number of Stocks
15
26
Portfolio P/E
50.52
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%