Portfolio Management Services (PMS)Compare Schemes
Capgrow - Special Situations vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Capgrow - Special Situations
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
1.32%
6 Months
10.00%
3.83%
1 Year
−1.96%
9.77%
3 Years
9.82%
13.19%
5 Years
10.88%
12.01%
Since Inception
15.88%
14.38%
Fund Age
7 yrs 9 mo
6 yrs 8 mo
AUM
₹132.34 Cr
₹42.66 Cr
Alpha – 1 Year
−4.94%
3.80%
Alpha – 3 Years
−2.07%
2.30%
Information Ratio – 3 Years
-0.27
0.23
Volatility – 1 Year
23.02%
15.84%
Volatility – 3 Years
21.53%
12.64%
Beta – 1 Year
1.20
1.56
Beta – 3 Years
1.08
1.48
Sharpe Ratio – 1 Year
-0.20
0.32
Sharpe Ratio – 3 Years
0.32
0.70
Worst Rolling Year
9.15%
9.09%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−28.98%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.31%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 2% · S 86%
L 37% · M 21% · S 27%
Number of Stocks
59
16
Portfolio P/E
—
—
Top 5 Holdings
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
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 · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%