Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
10.15%
6 Months
11.47%
31.39%
1 Year
5.40%
26.01%
3 Years
7.77%
19.28%
5 Years
—
23.67%
Since Inception
9.99%
28.23%
Fund Age
4 yrs 9 mo
5 yrs 4 mo
AUM
₹144.91 Cr
₹483.07 Cr
Alpha – 1 Year
0.68%
21.29%
Alpha – 3 Years
−4.32%
7.19%
Information Ratio – 3 Years
0.13
0.38
Volatility – 1 Year
24.35%
27.77%
Volatility – 3 Years
20.17%
26.19%
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.11
1.20
Sharpe Ratio – 1 Year
0.11
0.78
Sharpe Ratio – 3 Years
0.39
0.61
Worst Rolling Year
7.72%
19.29%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−31.10%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 12% · M 6% · S 81%
Number of Stocks
15
63
Portfolio P/E
50.52
62.66
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%
—
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%