- Manager
- Anand Rathi Advisors
- Service
- Discretionary
- Asset class
- Equity
Decennium Opportunity Portfolio
+3.45%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Anand Rathi Advisors’ Decennium Opportunity Portfolio returned 3.45% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹130 crore across its clients.
Key numbers
- AUM
- ₹130 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 1.12×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.93% | −5.57% | +3.64% |
| 3 months | −1.93% | −3.59% | +1.66% |
| 6 months | +25.31% | +8.07% | +17.24% |
| 1 year | +3.45% | −2.33% | +5.78% |
| 2 years | −6.68% | −3.93% | −2.75% |
| 3 years | +6.74% | +9.20% | −2.46% |
| 4 years | +10.21% | +11.22% | −1.01% |
| Since inception | +9.40% | +8.58% | +0.82% |
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 equity96.72%₹126 Cr
- Cash and other3.28%₹4.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.14 Cr
- Outflow, Sep 2026
- ₹7.56 Cr
- Net, Sep 2026
- −₹7.42 Cr
- Net, FY to date
- −₹38.52 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 1.12×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Decennium Opportunity Portfolio returned?
3.45% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.93%; 3 months: −1.93%; 6 months: 25.31%; 1 year: 3.45%; 2 years: −6.68%; 3 years: 6.74%; 4 years: 10.21%; Since inception: 9.40%.
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 5.78 percentage points ahead.
How much does Decennium Opportunity Portfolio manage?
₹130 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 Portfolio?
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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