Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
SMC Global - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
5.80%
6 Months
11.47%
20.03%
1 Year
5.40%
17.27%
3 Years
7.77%
12.81%
5 Years
—
11.98%
Since Inception
9.99%
14.70%
Fund Age
4 yrs 9 mo
6 yrs 10 mo
AUM
₹144.91 Cr
₹201.68 Cr
Alpha – 1 Year
0.68%
12.55%
Alpha – 3 Years
−4.32%
0.73%
Information Ratio – 3 Years
0.13
0.15
Volatility – 1 Year
24.35%
22.73%
Volatility – 3 Years
20.17%
20.11%
Beta – 1 Year
1.26
1.17
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.11
0.58
Sharpe Ratio – 3 Years
0.39
0.44
Worst Rolling Year
7.72%
7.98%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−31.10%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 38% · M 4% · S 49%
Number of Stocks
15
24
Portfolio P/E
50.52
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%