Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.32%
6 Months
−5.56%
3.83%
1 Year
34.70%
9.77%
3 Years
27.41%
13.19%
5 Years
32.51%
12.01%
Since Inception
32.15%
14.38%
Fund Age
13 yrs 6 mo
6 yrs 8 mo
AUM
₹2,318.72 Cr
₹42.66 Cr
Alpha – 1 Year
35.05%
3.80%
Alpha – 3 Years
18.41%
2.30%
Information Ratio – 3 Years
1.03
0.23
Volatility – 1 Year
21.67%
15.84%
Volatility – 3 Years
15.53%
12.64%
Beta – 1 Year
0.28
1.56
Beta – 3 Years
0.35
1.48
Sharpe Ratio – 1 Year
1.24
0.32
Sharpe Ratio – 3 Years
1.31
0.70
Worst Rolling Year
-17.36%
9.09%
Value at Worst Rolling Year
₹0.83 Cr
₹1.09 Cr
Deepest Drawdown
−21.72%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 37% · M 21% · S 27%
Number of Stocks
9
16
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%