Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Right Horizons - Perennial
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
−0.19%
6 Months
−2.22%
11.46%
1 Year
−4.46%
8.21%
3 Years
4.69%
12.09%
5 Years
4.88%
11.81%
Since Inception
9.48%
13.34%
Fund Age
8 yrs 11 mo
5 yrs 3 mo
AUM
₹242.51 Cr
₹34.29 Cr
Alpha – 1 Year
−7.44%
5.23%
Alpha – 3 Years
−7.19%
0.21%
Information Ratio – 3 Years
-1.12
0.17
Volatility – 1 Year
16.89%
24.84%
Volatility – 3 Years
18.01%
21.42%
Beta – 1 Year
0.95
1.25
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
-0.51
0.21
Sharpe Ratio – 3 Years
0.04
0.49
Worst Rolling Year
2.18%
7.11%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.10%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 5% · M 7% · S 69%
Number of Stocks
34
37
Portfolio P/E
41.30
52.15
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%