Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Purnartha Vision Strategy
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%
5.60%
6 Months
11.47%
9.69%
1 Year
5.40%
14.36%
3 Years
7.77%
13.50%
5 Years
—
8.53%
Since Inception
9.99%
11.34%
Fund Age
4 yrs 9 mo
5 yrs 5 mo
AUM
₹144.91 Cr
₹190.75 Cr
Alpha – 1 Year
0.68%
9.64%
Alpha – 3 Years
−4.32%
1.41%
Information Ratio – 3 Years
0.13
0.20
Volatility – 1 Year
24.35%
24.59%
Volatility – 3 Years
20.17%
18.73%
Beta – 1 Year
1.26
1.16
Beta – 3 Years
1.11
1.03
Sharpe Ratio – 1 Year
0.11
0.44
Sharpe Ratio – 3 Years
0.39
0.52
Worst Rolling Year
7.72%
8.91%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−31.10%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 16% · M 12% · S 39%
Number of Stocks
15
—
Portfolio P/E
50.52
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
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%