Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
3.11%
6 Months
−5.56%
4.12%
1 Year
34.70%
−0.25%
3 Years
27.41%
10.95%
5 Years
32.51%
10.56%
Since Inception
32.15%
10.62%
Fund Age
13 yrs 6 mo
13 yrs 8 mo
AUM
₹2,318.72 Cr
₹41.22 Cr
Alpha – 1 Year
35.05%
0.18%
Alpha – 3 Years
18.41%
2.39%
Information Ratio – 3 Years
1.03
0.52
Volatility – 1 Year
21.67%
20.61%
Volatility – 3 Years
15.53%
17.57%
Beta – 1 Year
0.28
1.24
Beta – 3 Years
0.35
1.19
Sharpe Ratio – 1 Year
1.24
-0.18
Sharpe Ratio – 3 Years
1.31
0.46
Worst Rolling Year
-17.36%
-10.52%
Value at Worst Rolling Year
₹0.83 Cr
₹0.89 Cr
Deepest Drawdown
−21.72%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
93.48%
Median Rolling Year
37.79%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 4% · M 6% · S 13%
L 70% · M 29%
Number of Stocks
9
25
Portfolio P/E
14.68
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%