Manager
Anand Rathi Advisors
Service
Discretionary
Asset class
Equity

Decennium Opportunity Port -NRI

+3.71%

1-year return

Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026

Anand Rathi Advisors’ Decennium Opportunity Port -NRI returned 3.71% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹23.19 crore across its clients.

Key numbers

AUM
₹23.19 Cr
Benchmark
S and P BSE 500 TRI
Turnover, past year
0.72×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Decennium Opportunity Port -NRI returns against the S and P BSE 500 TRI
PeriodThis strategyS and P BSE 500 TRIDifference
1 month−1.39%−5.57%+4.18%
3 months−1.42%−3.59%+2.17%
6 months+25.38%+8.07%+17.31%
1 year+3.71%−2.33%+6.04%
2 years−5.22%−3.93%−1.29%
3 years+6.68%+9.20%−2.52%
4 years+9.51%+11.22%−1.71%
Since inception+9.98%+9.63%+0.35%

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Portfolio mix

  • Listed equity97.19%
  • Cash and other2.81%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0.06 Cr
Net, Sep 2026
−₹0.06 Cr
Net, FY to date
−₹4.74 Cr
Turnover, month
0.05×
Turnover, past year
0.72×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Decennium Opportunity Port -NRI returned?

3.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.39%; 3 months: −1.42%; 6 months: 25.38%; 1 year: 3.71%; 2 years: −5.22%; 3 years: 6.68%; 4 years: 9.51%; Since inception: 9.98%.

How has it done against its benchmark?

Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.04 percentage points ahead.

How much does Decennium Opportunity Port -NRI manage?

₹23.19 crore at 30 Sep 2026, as reported to SEBI.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

Who manages Decennium Opportunity Port -NRI?

Anand Rathi Advisors, a SEBI-registered portfolio manager (INP000000282), runs it as a discretionary service.

How are PMS returns reported?

Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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