Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Prosperity - Discovery Fund
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%
4.17%
6 Months
11.47%
20.15%
1 Year
5.40%
7.22%
3 Years
7.77%
9.88%
5 Years
—
10.18%
Since Inception
9.99%
17.47%
Fund Age
4 yrs 9 mo
5 yrs 8 mo
AUM
₹144.91 Cr
₹112.12 Cr
Alpha – 1 Year
0.68%
2.50%
Alpha – 3 Years
−4.32%
−2.21%
Information Ratio – 3 Years
0.13
-0.17
Volatility – 1 Year
24.35%
30.34%
Volatility – 3 Years
20.17%
23.32%
Beta – 1 Year
1.26
1.54
Beta – 3 Years
1.11
1.29
Sharpe Ratio – 1 Year
0.11
0.19
Sharpe Ratio – 3 Years
0.39
0.29
Worst Rolling Year
7.72%
8.52%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−31.10%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
M 39% · S 59%
Number of Stocks
15
28
Portfolio P/E
50.52
38.78
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%
—
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%