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 | -2.29% | -0.68% | -5.24% | -12.38% | 4.49% | 11.74% | - | - | 10.32% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.18% | 15.26% | - | - | 12.19% |
Portfolio Holdings
| Holding | % |
|---|---|
| Bharat Electronics Ltd | 7.76 |
| JSW Steel Limited | 4.43 |
| Craftsman Automation Limited | 6.51 |
| Ethos Limited | 7.35 |
| Syrma SGS Technology Limited | 5.87 |
| Techno Electric & Engineering Company Limited | 5.47 |
| Coromandel International Limited | 6.57 |
| Zydus Wellness Limited | 5.83 |
| Blue Star Ltd | 5.12 |
| Caplin Point Laboratories Limited | 5.04 |
| Elecon Engineering Company Ltd | 4.12 |
| Venus Pipes and Tubes Limited | 5.76 |
| Vesuvius India Ltd | 4.71 |
| Interarch Building Products Limited | 8.33 |
| Polycap India Limited | 4.86 |
| Global Health Limited | 5.24 |
| Latent View Analytics Limited | 6.02 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 10.28 |
| Capital Goods | 9.59 |
| Infrastructure | 8.33 |
| Defence | 7.76 |
| Retail | 7.35 |
| Chemicals | 6.57 |
| Automobile & Ancillaries | 6.51 |
| IT | 6.02 |
| Electric Equipment | 5.87 |
| FMCG | 5.83 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 12.20 |
| Mid Cap | 21.80 |
| Small Cap | 65.00 |
| Cash | 1.00 |
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 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
