Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Solidarity Advisors - Prudence
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%
8.45%
6 Months
11.47%
29.49%
1 Year
5.40%
37.09%
3 Years
7.77%
18.49%
5 Years
—
12.39%
Since Inception
9.99%
18.64%
Fund Age
4 yrs 9 mo
10 yrs 3 mo
AUM
₹144.91 Cr
₹1,760.35 Cr
Alpha – 1 Year
0.68%
32.37%
Alpha – 3 Years
−4.32%
6.40%
Information Ratio – 3 Years
0.13
0.52
Volatility – 1 Year
24.35%
25.02%
Volatility – 3 Years
20.17%
18.27%
Beta – 1 Year
1.26
1.22
Beta – 3 Years
1.11
0.89
Sharpe Ratio – 1 Year
0.11
1.18
Sharpe Ratio – 3 Years
0.39
0.74
Worst Rolling Year
7.72%
-0.28%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−31.10%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
12.92%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 11% · S 71%
Number of Stocks
15
13
Portfolio P/E
50.52
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%