Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
2.21%
6 Months
11.47%
21.04%
1 Year
5.40%
21.34%
3 Years
7.77%
19.08%
5 Years
—
23.67%
Since Inception
9.99%
—
Fund Age
4 yrs 9 mo
6 yrs 4 mo
AUM
₹144.91 Cr
₹364.08 Cr
Alpha – 1 Year
0.68%
21.69%
Alpha – 3 Years
−4.32%
10.08%
Information Ratio – 3 Years
0.13
0.52
Volatility – 1 Year
24.35%
32.28%
Volatility – 3 Years
20.17%
28.08%
Beta – 1 Year
1.26
1.47
Beta – 3 Years
1.11
1.60
Sharpe Ratio – 1 Year
0.11
0.58
Sharpe Ratio – 3 Years
0.39
0.57
Worst Rolling Year
7.72%
15.61%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−31.10%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%