Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
11.47%
19.55%
1 Year
5.40%
11.69%
3 Years
7.77%
15.46%
5 Years
—
—
Since Inception
9.99%
23.05%
Fund Age
4 yrs 9 mo
3 yrs 4 mo
AUM
₹144.91 Cr
₹95.08 Cr
Alpha – 1 Year
0.68%
8.71%
Alpha – 3 Years
−4.32%
3.58%
Information Ratio – 3 Years
0.13
0.52
Volatility – 1 Year
24.35%
27.25%
Volatility – 3 Years
20.17%
23.29%
Beta – 1 Year
1.26
1.44
Beta – 3 Years
1.11
1.22
Sharpe Ratio – 1 Year
0.11
0.33
Sharpe Ratio – 3 Years
0.39
0.66
Worst Rolling Year
7.72%
15.47%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−31.10%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
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Number of Stocks
15
—
Portfolio P/E
50.52
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%