Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
−0.19%
6 Months
−4.38%
11.46%
1 Year
−4.58%
8.21%
3 Years
4.80%
12.09%
5 Years
3.85%
11.81%
Since Inception
17.02%
13.34%
Fund Age
25 yrs 6 mo
5 yrs 3 mo
AUM
₹724.64 Cr
₹34.29 Cr
Alpha – 1 Year
−7.56%
5.23%
Alpha – 3 Years
−7.08%
0.21%
Information Ratio – 3 Years
-1.30
0.17
Volatility – 1 Year
16.92%
24.84%
Volatility – 3 Years
16.49%
21.42%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
-0.52
0.21
Sharpe Ratio – 3 Years
0.04
0.49
Worst Rolling Year
-12.59%
7.11%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−23.98%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
18.26%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 5% · M 7% · S 69%
Number of Stocks
22
37
Portfolio P/E
32.63
52.15
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%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%