Portfolio Management Services (PMS)Compare Schemes
Capgrow - Special Situations vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Capgrow - Special Situations
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
3.11%
6 Months
10.00%
4.12%
1 Year
−1.96%
−0.25%
3 Years
9.82%
10.95%
5 Years
10.88%
10.56%
Since Inception
15.88%
10.62%
Fund Age
7 yrs 9 mo
13 yrs 8 mo
AUM
₹132.34 Cr
₹41.22 Cr
Alpha – 1 Year
−4.94%
0.18%
Alpha – 3 Years
−2.07%
2.39%
Information Ratio – 3 Years
-0.27
0.52
Volatility – 1 Year
23.02%
20.61%
Volatility – 3 Years
21.53%
17.57%
Beta – 1 Year
1.20
1.24
Beta – 3 Years
1.08
1.19
Sharpe Ratio – 1 Year
-0.20
-0.18
Sharpe Ratio – 3 Years
0.32
0.46
Worst Rolling Year
9.15%
-10.52%
Value at Worst Rolling Year
₹1.09 Cr
₹0.89 Cr
Deepest Drawdown
−28.98%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.31%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 10% · M 2% · S 86%
L 70% · M 29%
Number of Stocks
59
25
Portfolio P/E
—
36.71
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%
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 · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%