Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
1.32%
6 Months
9.28%
3.83%
1 Year
4.13%
9.77%
3 Years
7.71%
13.19%
5 Years
8.27%
12.01%
Since Inception
11.49%
14.38%
Fund Age
8 yrs 5 mo
6 yrs 8 mo
AUM
₹123.55 Cr
₹42.66 Cr
Alpha – 1 Year
−0.59%
3.80%
Alpha – 3 Years
−4.38%
2.30%
Information Ratio – 3 Years
-0.33
0.23
Volatility – 1 Year
21.50%
15.84%
Volatility – 3 Years
16.95%
12.64%
Beta – 1 Year
1.12
1.56
Beta – 3 Years
0.97
1.48
Sharpe Ratio – 1 Year
-0.02
0.32
Sharpe Ratio – 3 Years
0.26
0.70
Worst Rolling Year
7.04%
9.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−24.41%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 37% · M 21% · S 27%
Number of Stocks
20
16
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%