Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Anand Rathi Advisors - Decennium Opportunity
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
11.47%
11.98%
1 Year
5.40%
18.12%
3 Years
7.77%
18.24%
5 Years
—
—
Since Inception
9.99%
20.21%
Fund Age
4 yrs 9 mo
4 yrs 8 mo
AUM
₹144.91 Cr
₹424.87 Cr
Alpha – 1 Year
0.68%
13.40%
Alpha – 3 Years
−4.32%
6.15%
Information Ratio – 3 Years
0.13
0.85
Volatility – 1 Year
24.35%
22.44%
Volatility – 3 Years
20.17%
19.69%
Beta – 1 Year
1.26
1.22
Beta – 3 Years
1.11
1.10
Sharpe Ratio – 1 Year
0.11
0.61
Sharpe Ratio – 3 Years
0.39
0.80
Worst Rolling Year
7.72%
18.24%
Value at Worst Rolling Year
₹1.08 Cr
₹1.18 Cr
Deepest Drawdown
−31.10%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
M 1% · S 89%
Number of Stocks
15
30
Portfolio P/E
50.52
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%