Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
11.47%
9.42%
1 Year
5.40%
28.25%
3 Years
7.77%
18.47%
5 Years
—
21.31%
Since Inception
9.99%
21.69%
Fund Age
4 yrs 9 mo
5 yrs
AUM
₹144.91 Cr
₹79.02 Cr
Alpha – 1 Year
0.68%
23.53%
Alpha – 3 Years
−4.32%
6.38%
Information Ratio – 3 Years
0.13
0.27
Volatility – 1 Year
24.35%
18.12%
Volatility – 3 Years
20.17%
27.25%
Beta – 1 Year
1.26
0.87
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
0.11
1.18
Sharpe Ratio – 3 Years
0.39
0.56
Worst Rolling Year
7.72%
15.67%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−31.10%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 10% · M 9% · S 69%
Number of Stocks
15
34
Portfolio P/E
50.52
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%