Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
4.94%
6 Months
9.28%
11.49%
1 Year
4.13%
3.89%
3 Years
7.71%
8.19%
5 Years
8.27%
11.02%
Since Inception
11.49%
10.97%
Fund Age
8 yrs 5 mo
13 yrs 8 mo
AUM
₹123.55 Cr
₹360.51 Cr
Alpha – 1 Year
−0.59%
0.91%
Alpha – 3 Years
−4.38%
−3.69%
Information Ratio – 3 Years
-0.33
-0.18
Volatility – 1 Year
21.50%
23.04%
Volatility – 3 Years
16.95%
19.34%
Beta – 1 Year
1.12
1.26
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
-0.02
0.04
Sharpe Ratio – 3 Years
0.26
0.30
Worst Rolling Year
7.04%
-8.10%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−24.41%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
15.95%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 38% · M 28% · S 33%
Number of Stocks
20
29
Portfolio P/E
49.58
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%