Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Sundaram Alternate - SISOP
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%
5.72%
6 Months
11.47%
23.48%
1 Year
5.40%
38.68%
3 Years
7.77%
26.01%
5 Years
—
16.58%
Since Inception
9.99%
18.98%
Fund Age
4 yrs 9 mo
16 yrs 6 mo
AUM
₹144.91 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.68%
33.96%
Alpha – 3 Years
−4.32%
13.92%
Information Ratio – 3 Years
0.13
1.27
Volatility – 1 Year
24.35%
28.06%
Volatility – 3 Years
20.17%
20.41%
Beta – 1 Year
1.26
1.39
Beta – 3 Years
1.11
1.06
Sharpe Ratio – 1 Year
0.11
1.12
Sharpe Ratio – 3 Years
0.39
1.06
Worst Rolling Year
7.72%
-4.06%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−31.10%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
12.92%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 33% · M 4% · S 58%
L 40% · M 32% · S 24%
Number of Stocks
15
28
Portfolio P/E
50.52
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%