Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Right Horizons - India Business Leaders
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%
3.11%
6 Months
9.28%
4.12%
1 Year
4.13%
−0.25%
3 Years
7.71%
10.95%
5 Years
8.27%
10.56%
Since Inception
11.49%
10.62%
Fund Age
8 yrs 5 mo
13 yrs 8 mo
AUM
₹123.55 Cr
₹41.22 Cr
Alpha – 1 Year
−0.59%
0.18%
Alpha – 3 Years
−4.38%
2.39%
Information Ratio – 3 Years
-0.33
0.52
Volatility – 1 Year
21.50%
20.61%
Volatility – 3 Years
16.95%
17.57%
Beta – 1 Year
1.12
1.24
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
-0.02
-0.18
Sharpe Ratio – 3 Years
0.26
0.46
Worst Rolling Year
7.04%
-10.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.89 Cr
Deepest Drawdown
−24.41%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
15.95%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 29% · M 38% · S 31%
L 70% · M 29%
Number of Stocks
20
25
Portfolio P/E
49.58
36.71
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%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%