Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
11.47%
8.08%
1 Year
5.40%
10.16%
3 Years
7.77%
15.60%
5 Years
—
—
Since Inception
9.99%
19.84%
Fund Age
4 yrs 9 mo
6 yrs 11 mo
AUM
₹144.91 Cr
₹3.18 Cr
Alpha – 1 Year
0.68%
7.18%
Alpha – 3 Years
−4.32%
3.72%
Information Ratio – 3 Years
0.13
0.60
Volatility – 1 Year
24.35%
19.93%
Volatility – 3 Years
20.17%
18.09%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.11
0.31
Sharpe Ratio – 3 Years
0.39
0.60
Worst Rolling Year
7.72%
14.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−31.10%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 31% · M 55% · S 12%
Number of Stocks
15
29
Portfolio P/E
50.52
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –