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 | -1.72% | 12.64% | 4.28% | -9.58% | 14.01% | 16.34% | - | - | 12.60% |
| BSE 500 TRI | -2.71% | 4.44% | 6.69% | -2.08% | 16.64% | 16.90% | - | - | 12.00% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 8.22 |
| Mid Cap | 20.33 |
| Small Cap | 66.46 |
| Cash | 4.99 |
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 July 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
