Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
7.67%
6 Months
11.47%
27.70%
1 Year
5.40%
47.52%
3 Years
7.77%
23.98%
5 Years
—
15.87%
Since Inception
9.99%
18.55%
Fund Age
4 yrs 9 mo
16 yrs 2 mo
AUM
₹144.91 Cr
₹1,022.92 Cr
Alpha – 1 Year
0.68%
42.80%
Alpha – 3 Years
−4.32%
11.89%
Information Ratio – 3 Years
0.13
1.12
Volatility – 1 Year
24.35%
28.29%
Volatility – 3 Years
20.17%
20.76%
Beta – 1 Year
1.26
1.36
Beta – 3 Years
1.11
1.07
Sharpe Ratio – 1 Year
0.11
1.33
Sharpe Ratio – 3 Years
0.39
0.99
Worst Rolling Year
7.72%
-4.58%
Value at Worst Rolling Year
₹1.08 Cr
₹0.95 Cr
Deepest Drawdown
−31.10%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.92%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 22% · M 32% · S 42%
Number of Stocks
15
26
Portfolio P/E
50.52
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%