The key objective is to deliver consistent return over the long term, from a portfolio of companies selected on basis of well defined objectives and good corporate track record.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd Decennium Opportunity | 6.60% | -18.30% | -21.00% | -2.10% | 21.40% | 12.00% | 10.60% | ||
| BSE 500 TRI | 7.30% | -4.40% | -11.80% | 6.00% | 21.90% | 13.70% | 11.10% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 10.10 |
| Mid Cap | 23.50 |
| Small Cap | 65.80 |
| Cash | 0.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Mar 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
