Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Quest Investment Managers – Flagship
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%
6.42%
6 Months
11.47%
15.63%
1 Year
5.40%
0.27%
3 Years
7.77%
12.69%
5 Years
—
8.81%
Since Inception
9.99%
15.48%
Fund Age
4 yrs 9 mo
18 yrs 10 mo
AUM
₹144.91 Cr
₹406.27 Cr
Alpha – 1 Year
0.68%
−4.45%
Alpha – 3 Years
−4.32%
0.61%
Information Ratio – 3 Years
0.13
0.21
Volatility – 1 Year
24.35%
22.89%
Volatility – 3 Years
20.17%
19.09%
Beta – 1 Year
1.26
1.13
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.11
-0.11
Sharpe Ratio – 3 Years
0.39
0.45
Worst Rolling Year
7.72%
-10.83%
Value at Worst Rolling Year
₹1.08 Cr
₹0.89 Cr
Deepest Drawdown
−31.10%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
12.92%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 28% · M 26% · S 45%
Number of Stocks
15
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%