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) |
|---|---|---|---|
| -6.48% | 0.88 | 20.47% | 60.38% |
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 | -12.80% | -14.33% | -17.48% | -12.07% | -7.19% | 9.05% | - | - | 4.95% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | - | - | 7.42% |
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 5M | - | S&P BSE 500 TRI | 4.95% | 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 | 0.80% | -7.77% | 60.38% | -6.97% | 0.97 | 20.47% | -0.77 | -0.61% | -0.04 | 50.94 % |
| Nifty 500 | -0.10% | -8.12% | -8.22% | 1.03 | -2.19% | -0.19 | 52.83 % | |||
| Nifty Midcap 100 | -7.10% | -8.78% | -15.88% | 1.01 | -8.76% | -0.91 | 39.62 % | |||
| Nifty Smallcap 100 | 2.38% | -8.86% | -6.48% | 0.88 | -2.63% | -0.25 | 49.06 % | |||
| BSE 500 | 0.25% | -8.11% | -7.86% | 1.04 | -1.85% | -0.16 | 52.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Bharat Electronics Ltd | 8.23 |
| Craftsman Automation Limited | 7.48 |
| Syrma SGS Technology Limited | 7.12 |
| ICICI Prudential Asset Management Company Ltd | 7.02 |
| Polycab India Limited | 6.94 |
| JSW Steel Limited | 6.31 |
| Tata Capital Limited | 6.23 |
| Ethos Limited | 5.89 |
| Coromandel International Limited | 5.73 |
| Blue Star Ltd | 5.60 |
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 | 34.70 |
| Mid Cap | 16.30 |
| Small Cap | 47.60 |
| Cash | 1.30 |
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 March 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 Mar 26.
