Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Wright Factor Fund
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%
10.96%
6 Months
11.47%
14.84%
1 Year
5.40%
16.93%
3 Years
7.77%
—
5 Years
—
—
Since Inception
9.99%
20.33%
Fund Age
4 yrs 9 mo
3 yrs
AUM
₹144.91 Cr
₹214.05 Cr
Alpha – 1 Year
0.68%
12.21%
Alpha – 3 Years
−4.32%
—
Information Ratio – 3 Years
0.13
0.51
Volatility – 1 Year
24.35%
22.29%
Volatility – 3 Years
20.17%
21.03%
Beta – 1 Year
1.26
0.97
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.11
0.57
Sharpe Ratio – 3 Years
0.39
0.72
Worst Rolling Year
7.72%
18.92%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−31.10%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 33% · M 4% · S 58%
L 12% · M 21% · S 55%
Number of Stocks
15
25
Portfolio P/E
50.52
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%