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) |
|---|---|---|---|
| 6.41% | 0.94 | 29.52% | 61.82% |
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 | 7.11% | 27.77% | 9.51% | -0.13% | -3.07% | 12.10% | - | - | 10.40% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | - | - | 9.93% |
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 8M | 154.38 | S&P BSE 500 TRI | 10.40% | 17 | 13 |
| 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 | 6.94% | 5.76% | 61.82% | 12.70% | 1.20 | 29.52% | 0.14 | 5.83% | 0.35 | 52.73 % |
| Nifty 500 | 3.35% | 5.13% | 8.48% | 1.29 | 3.19% | 0.23 | 54.55 % | |||
| Nifty Midcap 100 | -4.07% | 4.42% | 0.35% | 1.23 | -4.33% | -0.37 | 41.82 % | |||
| Nifty Smallcap 100 | 2.35% | 4.06% | 6.41% | 0.94 | 0.83% | 0.07 | 49.09 % | |||
| BSE 500 | 3.81% | 5.14% | 8.95% | 1.29 | 3.59% | 0.26 | 54.55 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 9.80 |
| Capital Goods | 8.10 |
| Infrastructure | 8.33 |
| Defence | 8.20 |
| Retail | 5.90 |
| Chemicals | 5.70 |
| Automobile & Ancillaries | 7.50 |
| IT | 6.02 |
| Electric Equipment | 7.10 |
| FMCG | 5.83 |
| Finance | 13.30 |
| Consumables | 6.90 |
| Iron & Steel | 6.30 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 33.80 |
| Mid Cap | 14.20 |
| Small Cap | 51.00 |
| Cash | 1.10 |
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 30th Jun 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 May 26.
