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 | 13.91% | 19.26% | -7.53% | 1.85% | 20.90% | 18.61% | - | - | 13.56% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | 18.16% | - | - | 12.62% |
Portfolio Holdings
| Holding | % |
|---|---|
| Global Health Limited | 5.48 |
| Bharat Electronics Ltd | 10.72 |
| Indian Renewable Energy Development Agency Limited | 6.73 |
| Craftsman Automation Limited | 5.37 |
| Ethos Limited | 7.89 |
| KEC International Limited | 6.82 |
| Techno Electric & Engineering Company Limited | 5.25 |
| Deepak Nitrite Ltd | 5.16 |
| Praj Industries Ltd | 3.85 |
| Blue Star Ltd | 5.40 |
| Caplin Point Laboratories Limited | 5.37 |
| EMS Limited | 5.64 |
| Elecon Engineering Company Ltd | 4.84 |
| Venus Pipes and Tubes Limited | 4.93 |
| Vesuvius India Ltd | 5.02 |
| Interarch Building Products Limited | 6.05 |
| Global Health Limited | 5.48 |
| Bharat Electronics Ltd | 10.72 |
| Indian Renewable Energy Development Agency Limited | 6.73 |
| Craftsman Automation Limited | 5.37 |
| Ethos Limited | 7.89 |
| KEC International Limited | 6.82 |
| Techno Electric & Engineering Company Limited | 5.25 |
| Deepak Nitrite Ltd | 5.16 |
| Praj Industries Ltd | 3.85 |
| Blue Star Ltd | 5.40 |
| Caplin Point Laboratories Limited | 5.37 |
| EMS Limited | 5.64 |
| Elecon Engineering Company Ltd | 4.84 |
| Venus Pipes and Tubes Limited | 4.93 |
| Vesuvius India Ltd | 5.02 |
| Interarch Building Products Limited | 6.05 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 12.39 |
| Mid Cap | 15.20 |
| Small Cap | 71.94 |
| Cash | 0.51 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
