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 | -1.60% | 2.76% | 12.59% | 50.60% | 19.76% | 16.34% | |||
| BSE 500 TRI | 0.90% | 4.49% | 17.40% | 40.20% | 17.85% | 13.31% |
Portfolio Holdings
| Holding | % |
|---|---|
| Global Health Limited | 10.02 |
| Bharat Electronics Ltd | 9.57 |
| Ethos Limited | 7.97 |
| Poonawalla Fincorp Ltd | 7.93 |
| Venus Pipes and Tubes Limited | 7.40 |
| KEC International Limited | 6.55 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 28.59 |
| Automobile & Ancillaries | 14.62 |
| Healthcare | 12.10 |
| Infrastructure | 10.52 |
| Retailing | 10.47 |
| Chemicals | 6.75 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 13.00 |
| Mid Cap | 22.00 |
| Small Cap | 64.00 |
| Cash | 2.00 |
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 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
