Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
White Oak India Select 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%
4.84%
6 Months
11.47%
7.61%
1 Year
5.40%
−0.76%
3 Years
7.77%
11.28%
5 Years
—
9.58%
Since Inception
9.99%
11.67%
Fund Age
4 yrs 9 mo
7 yrs 11 mo
AUM
₹144.91 Cr
₹12.5 Cr
Alpha – 1 Year
0.68%
−3.74%
Alpha – 3 Years
−4.32%
−0.61%
Information Ratio – 3 Years
0.13
-0.06
Volatility – 1 Year
24.35%
20.02%
Volatility – 3 Years
20.17%
16.21%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.11
-0.22
Sharpe Ratio – 3 Years
0.39
0.41
Worst Rolling Year
7.72%
8.66%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−31.10%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 36% · M 30% · S 35%
Number of Stocks
15
15
Portfolio P/E
50.52
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%