Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Right Horizons - Alliance
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.80%
6 Months
3.75%
2.80%
1 Year
−5.76%
4.89%
3 Years
3.98%
12.23%
5 Years
6.05%
10.64%
Since Inception
9.94%
8.93%
Fund Age
7 yrs 9 mo
12 yrs
AUM
₹45.09 Cr
₹134.76 Cr
Alpha – 1 Year
−8.74%
−1.08%
Alpha – 3 Years
−7.91%
1.34%
Information Ratio – 3 Years
-1.11
0.07
Volatility – 1 Year
21.69%
10.79%
Volatility – 3 Years
18.00%
9.62%
Beta – 1 Year
1.21
1.04
Beta – 3 Years
1.08
1.10
Sharpe Ratio – 1 Year
-0.42
-0.01
Sharpe Ratio – 3 Years
0.01
0.69
Worst Rolling Year
3.08%
0.05%
Value at Worst Rolling Year
₹1.03 Cr
₹1.00 Cr
Deepest Drawdown
−29.01%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
12.65%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 50% · M 11% · S 8%
Number of Stocks
43
33
Portfolio P/E
—
25.96
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –