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 | -3.53% | -4.61% | 13.77% | -13.74% | 8.97% | 13.19% | - | - | 11.23% |
| BSE 500 TRI | -1.75% | -0.89% | 13.62% | -4.71% | 15.97% | 14.41% | - | - | 11.16% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 8.22 |
| Mid Cap | 21.73 |
| Small Cap | 64.85 |
| Cash | 5.20 |
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 Aug 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
