Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.25%
1.32%
6 Months
−4.32%
3.83%
1 Year
−3.76%
9.77%
3 Years
4.26%
13.19%
5 Years
5.30%
12.01%
Since Inception
15.06%
14.38%
Fund Age
16 yrs 6 mo
6 yrs 8 mo
AUM
₹6,178.21 Cr
₹42.66 Cr
Alpha – 1 Year
−6.74%
3.80%
Alpha – 3 Years
−7.62%
2.30%
Information Ratio – 3 Years
-1.54
0.23
Volatility – 1 Year
17.92%
15.84%
Volatility – 3 Years
14.61%
12.64%
Beta – 1 Year
0.98
1.56
Beta – 3 Years
0.91
1.48
Sharpe Ratio – 1 Year
-0.43
0.32
Sharpe Ratio – 3 Years
-0.01
0.70
Worst Rolling Year
-1.02%
9.09%
Value at Worst Rolling Year
₹0.99 Cr
₹1.09 Cr
Deepest Drawdown
−20.59%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 27% · S 20%
L 37% · M 21% · S 27%
Number of Stocks
34
16
Portfolio P/E
33.48
—
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
2% / 1% / 0%