Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Anand Rathi Advisors - Decennium Opportunity
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
11.47%
−1.13%
1 Year
5.40%
6.59%
3 Years
7.77%
20.44%
5 Years
—
16.17%
Since Inception
9.99%
13.07%
Fund Age
4 yrs 9 mo
15 yrs 3 mo
AUM
₹144.91 Cr
—
Alpha – 1 Year
0.68%
6.87%
Alpha – 3 Years
−4.32%
9.23%
Information Ratio – 3 Years
0.13
1.61
Volatility – 1 Year
24.35%
20.58%
Volatility – 3 Years
20.17%
16.59%
Beta – 1 Year
1.26
1.21
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.11
0.15
Sharpe Ratio – 3 Years
0.39
0.90
Worst Rolling Year
7.72%
13.98%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−31.10%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 73% · M 20% · S 7%
Number of Stocks
15
23
Portfolio P/E
50.52
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 1% / 0.5%