Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Spark - Flexicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
−0.91%
6 Months
11.47%
−6.35%
1 Year
5.40%
3.05%
3 Years
7.77%
10.74%
5 Years
—
13.00%
Since Inception
9.99%
14.74%
Fund Age
4 yrs 9 mo
7 yrs 8 mo
AUM
₹144.91 Cr
₹460.92 Cr
Alpha – 1 Year
0.68%
3.40%
Alpha – 3 Years
−4.32%
1.74%
Information Ratio – 3 Years
0.13
0.33
Volatility – 1 Year
24.35%
15.87%
Volatility – 3 Years
20.17%
14.99%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.11
-0.07
Sharpe Ratio – 3 Years
0.39
0.41
Worst Rolling Year
7.72%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−31.10%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.92%
—
5-Year Rolling Windows Positive
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%