Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
0.82%
6 Months
11.47%
5.10%
1 Year
5.40%
10.73%
3 Years
7.77%
13.62%
5 Years
—
—
Since Inception
9.99%
13.76%
Fund Age
4 yrs 9 mo
3 yrs
AUM
₹144.91 Cr
₹261.91 Cr
Alpha – 1 Year
0.68%
5.53%
Alpha – 3 Years
−4.32%
6.73%
Information Ratio – 3 Years
0.13
2.55
Volatility – 1 Year
24.35%
1.39%
Volatility – 3 Years
20.17%
1.55%
Beta – 1 Year
1.26
0.39
Beta – 3 Years
1.11
0.13
Sharpe Ratio – 1 Year
0.11
3.51
Sharpe Ratio – 3 Years
0.39
4.91
Worst Rolling Year
7.72%
13.63%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−31.10%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
13.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 4% · S 58%
—
Number of Stocks
15
—
Portfolio P/E
50.52
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%