Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Right Horizons - Perennial
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%
−0.19%
6 Months
11.47%
11.46%
1 Year
5.40%
8.21%
3 Years
7.77%
12.09%
5 Years
—
11.81%
Since Inception
9.99%
13.34%
Fund Age
4 yrs 9 mo
5 yrs 3 mo
AUM
₹144.91 Cr
₹34.29 Cr
Alpha – 1 Year
0.68%
5.23%
Alpha – 3 Years
−4.32%
0.21%
Information Ratio – 3 Years
0.13
0.17
Volatility – 1 Year
24.35%
24.84%
Volatility – 3 Years
20.17%
21.42%
Beta – 1 Year
1.26
1.25
Beta – 3 Years
1.11
1.08
Sharpe Ratio – 1 Year
0.11
0.21
Sharpe Ratio – 3 Years
0.39
0.49
Worst Rolling Year
7.72%
7.11%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−31.10%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 5% · M 7% · S 69%
Number of Stocks
15
37
Portfolio P/E
50.52
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%