Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Anand Rathi Advisors - Decennium Opportunity
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
−0.27%
6 Months
11.47%
−1.47%
1 Year
5.40%
6.66%
3 Years
7.77%
11.29%
5 Years
—
13.68%
Since Inception
9.99%
15.03%
Fund Age
4 yrs 9 mo
5 yrs 7 mo
AUM
₹144.91 Cr
₹138.83 Cr
Alpha – 1 Year
0.68%
7.01%
Alpha – 3 Years
−4.32%
2.30%
Information Ratio – 3 Years
0.13
0.23
Volatility – 1 Year
24.35%
16.50%
Volatility – 3 Years
20.17%
16.10%
Beta – 1 Year
1.26
0.93
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
0.11
0.15
Sharpe Ratio – 3 Years
0.39
0.41
Worst Rolling Year
7.72%
11.25%
Value at Worst Rolling Year
₹1.08 Cr
₹1.11 Cr
Deepest Drawdown
−31.10%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
Number of Stocks
15
18
Portfolio P/E
50.52
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%