Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
11.47%
12.07%
1 Year
5.40%
11.66%
3 Years
7.77%
13.52%
5 Years
—
—
Since Inception
9.99%
14.98%
Fund Age
4 yrs 9 mo
3 yrs 6 mo
AUM
₹144.91 Cr
₹447.27 Cr
Alpha – 1 Year
0.68%
6.94%
Alpha – 3 Years
−4.32%
1.43%
Information Ratio – 3 Years
0.13
0.13
Volatility – 1 Year
24.35%
21.15%
Volatility – 3 Years
20.17%
18.85%
Beta – 1 Year
1.26
1.14
Beta – 3 Years
1.11
1.10
Sharpe Ratio – 1 Year
0.11
0.37
Sharpe Ratio – 3 Years
0.39
0.48
Worst Rolling Year
7.72%
10.55%
Value at Worst Rolling Year
₹1.08 Cr
₹1.11 Cr
Deepest Drawdown
−31.10%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 28% · M 19% · S 29%
Number of Stocks
15
—
Portfolio P/E
50.52
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%