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 | 1.80% | -1.94% | 10.49% | -7.60% | 9.87% | 12.81% | - | - | 11.20% |
| S&P BSE 500 TRI | 4.30% | 3.72% | 8.33% | 5.30% | 19.64% | 16.67% | - | - | 12.19% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 7.80 |
| Mid Cap | 26.60 |
| Small Cap | 59.80 |
| Cash | 5.70 |
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 Oct 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
