Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
11.47%
9.86%
1 Year
5.40%
32.16%
3 Years
7.77%
19.13%
5 Years
—
12.16%
Since Inception
9.99%
16.12%
Fund Age
4 yrs 9 mo
5 yrs 10 mo
AUM
₹144.91 Cr
₹170.31 Cr
Alpha – 1 Year
0.68%
27.44%
Alpha – 3 Years
−4.32%
7.04%
Information Ratio – 3 Years
0.13
0.58
Volatility – 1 Year
24.35%
17.07%
Volatility – 3 Years
20.17%
17.73%
Beta – 1 Year
1.26
0.65
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
0.11
1.42
Sharpe Ratio – 3 Years
0.39
0.79
Worst Rolling Year
7.72%
0.71%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−31.10%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
12.92%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 11% · M 1% · S 72%
Number of Stocks
15
18
Portfolio P/E
50.52
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%