Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Wealth Managers - Focused Leadership Portfolio
Anand Rathi Advisors - Decennium Opportunity
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
11.47%
13.10%
1 Year
5.40%
18.11%
3 Years
7.77%
14.56%
5 Years
—
8.71%
Since Inception
9.99%
13.67%
Fund Age
4 yrs 9 mo
11 yrs 2 mo
AUM
₹144.91 Cr
₹138.06 Cr
Alpha – 1 Year
0.68%
18.46%
Alpha – 3 Years
−4.32%
5.57%
Information Ratio – 3 Years
0.13
0.62
Volatility – 1 Year
24.35%
22.83%
Volatility – 3 Years
20.17%
16.72%
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.11
0.61
Sharpe Ratio – 3 Years
0.39
0.55
Worst Rolling Year
7.72%
-8.44%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−31.10%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
12.92%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 38% · M 14% · S 45%
Number of Stocks
15
18
Portfolio P/E
50.52
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%