Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
11.47%
27.88%
1 Year
5.40%
29.03%
3 Years
7.77%
18.18%
5 Years
—
15.45%
Since Inception
9.99%
16.74%
Fund Age
4 yrs 9 mo
10 yrs 9 mo
AUM
₹144.91 Cr
₹245.99 Cr
Alpha – 1 Year
0.68%
24.31%
Alpha – 3 Years
−4.32%
6.09%
Information Ratio – 3 Years
0.13
0.49
Volatility – 1 Year
24.35%
21.97%
Volatility – 3 Years
20.17%
17.89%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.11
0.93
Sharpe Ratio – 1 Year
0.11
1.03
Sharpe Ratio – 3 Years
0.39
0.70
Worst Rolling Year
7.72%
1.53%
Value at Worst Rolling Year
₹1.08 Cr
₹1.02 Cr
Deepest Drawdown
−31.10%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 36% · M 27% · S 36%
Number of Stocks
15
44
Portfolio P/E
50.52
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%