Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Tamohara - TRUFFLE
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%
8.72%
6 Months
11.47%
28.59%
1 Year
5.40%
28.02%
3 Years
7.77%
18.67%
5 Years
—
17.18%
Since Inception
9.99%
20.03%
Fund Age
4 yrs 9 mo
5 yrs 4 mo
AUM
₹144.91 Cr
₹221.27 Cr
Alpha – 1 Year
0.68%
28.37%
Alpha – 3 Years
−4.32%
9.68%
Information Ratio – 3 Years
0.13
0.87
Volatility – 1 Year
24.35%
22.32%
Volatility – 3 Years
20.17%
17.88%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
0.11
0.99
Sharpe Ratio – 3 Years
0.39
0.81
Worst Rolling Year
7.72%
13.69%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−31.10%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 19% · M 4% · S 74%
Number of Stocks
15
29
Portfolio P/E
50.52
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –