Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Quest Investment Managers – Multi
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%
6.28%
6 Months
11.47%
16.32%
1 Year
5.40%
11.67%
3 Years
7.77%
19.26%
5 Years
—
13.96%
Since Inception
9.99%
16.00%
Fund Age
4 yrs 9 mo
12 yrs
AUM
₹144.91 Cr
₹725.3 Cr
Alpha – 1 Year
0.68%
6.95%
Alpha – 3 Years
−4.32%
7.18%
Information Ratio – 3 Years
0.13
0.87
Volatility – 1 Year
24.35%
21.97%
Volatility – 3 Years
20.17%
19.77%
Beta – 1 Year
1.26
1.15
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.11
0.37
Sharpe Ratio – 3 Years
0.39
0.73
Worst Rolling Year
7.72%
-10.23%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−31.10%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
12.92%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 29% · M 26% · S 42%
Number of Stocks
15
34
Portfolio P/E
50.52
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%