Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
4.94%
6 Months
10.26%
11.49%
1 Year
20.10%
3.89%
3 Years
—
8.19%
5 Years
—
11.02%
Since Inception
21.53%
10.97%
Fund Age
18 mo
13 yrs 8 mo
AUM
₹79.16 Cr
₹360.51 Cr
Alpha – 1 Year
17.12%
0.91%
Alpha – 3 Years
—
−3.69%
Information Ratio – 3 Years
—
-0.18
Volatility – 1 Year
19.38%
23.04%
Volatility – 3 Years
—
19.34%
Beta – 1 Year
0.85
1.26
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.76
0.04
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
-8.10%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−14.77%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.59%
Median Rolling Year
—
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 38% · M 28% · S 33%
Number of Stocks
66
29
Portfolio P/E
52.54
37.17
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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)
3% / 2% / 1%
2% / 1% / 0%