Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
−0.96%
6 Months
11.47%
−5.85%
1 Year
5.40%
1.08%
3 Years
7.77%
1.92%
5 Years
—
1.54%
Since Inception
9.99%
4.73%
Fund Age
4 yrs 9 mo
9 yrs 11 mo
AUM
₹144.91 Cr
₹4.85 Cr
Alpha – 1 Year
0.68%
−8.50%
Alpha – 3 Years
−4.32%
−7.97%
Information Ratio – 3 Years
0.13
—
Volatility – 1 Year
24.35%
9.90%
Volatility – 3 Years
20.17%
26.17%
Beta – 1 Year
1.26
—
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.11
-0.53
Sharpe Ratio – 3 Years
0.39
0.01
Worst Rolling Year
7.72%
2.80%
Value at Worst Rolling Year
₹1.08 Cr
₹1.03 Cr
Deepest Drawdown
−31.10%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%