Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
ASK - ISP
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
3.11%
6 Months
−4.44%
4.12%
1 Year
−4.32%
−0.25%
3 Years
3.67%
10.95%
5 Years
4.35%
10.56%
Since Inception
13.19%
10.62%
Fund Age
16 yrs 6 mo
13 yrs 8 mo
AUM
₹953.19 Cr
₹41.22 Cr
Alpha – 1 Year
−7.30%
0.18%
Alpha – 3 Years
−8.21%
2.39%
Information Ratio – 3 Years
-1.44
0.52
Volatility – 1 Year
16.93%
20.61%
Volatility – 3 Years
16.57%
17.57%
Beta – 1 Year
0.95
1.24
Beta – 3 Years
1.02
1.19
Sharpe Ratio – 1 Year
-0.50
-0.18
Sharpe Ratio – 3 Years
-0.03
0.46
Worst Rolling Year
-3.66%
-10.52%
Value at Worst Rolling Year
₹0.96 Cr
₹0.89 Cr
Deepest Drawdown
−24.45%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.35%
93.48%
Median Rolling Year
12.64%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 52% · M 23% · S 20%
L 70% · M 29%
Number of Stocks
21
25
Portfolio P/E
34.55
36.71
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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)
0% / 0% / 0%
2% / 1% / 0%