Strategy performance
Decennium Opportunity Port -NRI
Anand Rathi Advisors Limited · AUM ₹23.6 Cr · as of Sep 2026
Our read
₹100 grew to ₹159.2 since inception (+10.1% CAGR), with a max drawdown of −28.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+6.6%
Since inception
+10.1%
Max drawdown
−28.4%
Volatility
+19.3%
Peer position
Loading peer ranks…
Performance
Decennium Opportunity Port -NRI₹159.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.5% | +1.4% | −11.8% | +17.2% | +1.5% | +6.9% | −1.7% | +1.7% | −1.4% | +7.0% | |||
| 2025 | −12.9% | −10.4% | +6.7% | −1.7% | +13.5% | +1.0% | −1.6% | −3.5% | +0.0% | +2.1% | −2.5% | −2.8% | −13.6% |
| 2024 | +2.4% | +2.1% | −1.8% | +5.5% | +0.3% | +9.5% | +2.0% | +1.3% | +1.7% | −6.4% | +2.7% | +1.1% | +21.3% |
| 2023 | −5.8% | +0.9% | −2.0% | +4.7% | +6.5% | +3.8% | +5.9% | +5.6% | +0.7% | −1.4% | +7.3% | +2.4% | +31.4% |
| 2022 | +0.3% | −5.3% | +8.7% | +1.8% | −5.9% | −5.1% | +10.3% | +4.7% | +2.5% | +1.5% | +0.2% | −4.3% | +8.1% |
| 2021 | 0.0% | 0.0% |
Metrics
Tearsheet- 1M return
- −1.4%
- 3M return
- −1.4%
- 6M return
- +25.4%
- 1Y return
- +3.7%
- 2Y CAGR
- −5.3%
- 3Y CAGR
- +6.6%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +10.1%
- Total return
- +59.2%
- Average month
- +1.0%
- Median month
- +1.2%
- Average up month
- +4.0%
- Best month
- +17.2%
- Best rolling 12M
- +45.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Decennium Opportunity Port -NRI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Decennium Opportunity Port -NRI performed?
- Decennium Opportunity Port -NRI (Anand Rathi Advisors Limited) shows CAGR 10.10% and max drawdown -28.42% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Decennium Opportunity Port -NRI CAGR / max drawdown?
- CAGR is 10.10%; max drawdown is -28.42%. We only publish CAGR when there are enough months (≥12 on this track of 58 months). Learn more
- Where do Decennium Opportunity Port -NRI returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Decennium Opportunity Port -NRI?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more