Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
4.94%
6 Months
−1.55%
11.49%
1 Year
2.26%
3.89%
3 Years
3.37%
8.19%
5 Years
4.66%
11.02%
Since Inception
9.07%
10.97%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹55.15 Cr
₹360.51 Cr
Alpha – 1 Year
−0.72%
0.91%
Alpha – 3 Years
−8.51%
−3.69%
Information Ratio – 3 Years
-1.16
-0.18
Volatility – 1 Year
17.30%
23.04%
Volatility – 3 Years
16.20%
19.34%
Beta – 1 Year
0.96
1.26
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
-0.10
0.04
Sharpe Ratio – 3 Years
-0.05
0.30
Worst Rolling Year
0.65%
-8.10%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−23.57%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
95.59%
Median Rolling Year
10.16%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 38% · M 28% · S 33%
Number of Stocks
26
29
Portfolio P/E
31.94
37.17
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%