Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
11.47%
6.00%
1 Year
5.40%
4.90%
3 Years
7.77%
18.50%
5 Years
—
—
Since Inception
9.99%
16.60%
Fund Age
4 yrs 9 mo
3 yrs
AUM
₹144.91 Cr
₹209.72 Cr
Alpha – 1 Year
0.68%
0.20%
Alpha – 3 Years
−4.32%
6.40%
Information Ratio – 3 Years
0.13
1.16
Volatility – 1 Year
24.35%
19.79%
Volatility – 3 Years
20.17%
17.07%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.11
0.07
Sharpe Ratio – 3 Years
0.39
0.81
Worst Rolling Year
7.72%
18.52%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−31.10%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
18.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 67% · M 33%
Number of Stocks
15
24
Portfolio P/E
50.52
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%