Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
11.47%
9.86%
1 Year
5.40%
0.86%
3 Years
7.77%
8.29%
5 Years
—
15.11%
Since Inception
9.99%
11.40%
Fund Age
4 yrs 9 mo
8 yrs 7 mo
AUM
₹144.91 Cr
₹119.22 Cr
Alpha – 1 Year
0.68%
1.21%
Alpha – 3 Years
−4.32%
−0.71%
Information Ratio – 3 Years
0.13
-0.05
Volatility – 1 Year
24.35%
21.27%
Volatility – 3 Years
20.17%
19.22%
Beta – 1 Year
1.26
1.20
Beta – 3 Years
1.11
1.19
Sharpe Ratio – 1 Year
0.11
-0.10
Sharpe Ratio – 3 Years
0.39
0.25
Worst Rolling Year
7.72%
0.71%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−31.10%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
12.92%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 2% · M 52% · S 44%
Number of Stocks
15
33
Portfolio P/E
50.52
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%