Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
1.32%
6 Months
−4.38%
3.83%
1 Year
−4.58%
9.77%
3 Years
4.80%
13.19%
5 Years
3.85%
12.01%
Since Inception
17.02%
14.38%
Fund Age
25 yrs 6 mo
6 yrs 8 mo
AUM
₹724.64 Cr
₹42.66 Cr
Alpha – 1 Year
−7.56%
3.80%
Alpha – 3 Years
−7.08%
2.30%
Information Ratio – 3 Years
-1.30
0.23
Volatility – 1 Year
16.92%
15.84%
Volatility – 3 Years
16.49%
12.64%
Beta – 1 Year
0.94
1.56
Beta – 3 Years
1.01
1.48
Sharpe Ratio – 1 Year
-0.52
0.32
Sharpe Ratio – 3 Years
0.04
0.70
Worst Rolling Year
-12.59%
9.09%
Value at Worst Rolling Year
₹0.87 Cr
₹1.09 Cr
Deepest Drawdown
−23.98%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
15.49%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 37% · M 21% · S 27%
Number of Stocks
22
16
Portfolio P/E
32.63
—
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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)
0% / 0% / 0%
2% / 1% / 0%