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.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -10.49% | 0.89 | 23.06% | 62% |
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 | -3.43% | -8.59% | -10.38% | -6.52% | -1.27% | 13.10% | - | - | 8.19% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.40% | - | 11.00% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd Decennium Opportunity | Multi Cap & Flexi Cap | Mr. Mayur Shah | 12 November 2021 | 4Y 3M | 161.67 | S&P BSE 500 TRI | 8.19% | 17 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -10.88% | -15.74% | 62% | -26.62% | 1.19 | 23.06% | -0.86 | -0.74% | -0.05 | 52.00 % |
| Nifty 500 | -7.24% | -15.56% | -22.80% | 1.30 | -2.32% | -0.20 | 54.00 % | |||
| Nifty Midcap 100 | -6.45% | -15.4% | -21.85% | 1.06 | -8.68% | -0.89 | 40.00 % | |||
| Nifty Smallcap 100 | 4.66% | -15.15% | -10.49% | 0.89 | -2.86% | -0.27 | 48.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 | 24.50 |
| Mid Cap | 16.67 |
| Small Cap | 57.61 |
| Cash | 1.22 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
