Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.32%
6 Months
0.50%
3.83%
1 Year
6.34%
9.77%
3 Years
19.74%
13.19%
5 Years
16.62%
12.01%
Since Inception
20.10%
14.38%
Fund Age
6 yrs 1 mo
6 yrs 8 mo
AUM
₹56.91 Cr
₹42.66 Cr
Alpha – 1 Year
1.64%
3.80%
Alpha – 3 Years
7.64%
2.30%
Information Ratio – 3 Years
0.90
0.23
Volatility – 1 Year
16.52%
15.84%
Volatility – 3 Years
17.18%
12.64%
Beta – 1 Year
0.89
1.56
Beta – 3 Years
1.04
1.48
Sharpe Ratio – 1 Year
0.14
0.32
Sharpe Ratio – 3 Years
0.84
0.70
Worst Rolling Year
18.93%
9.09%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−18.72%
−15.18%
Recovery Period
245 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 37% · M 21% · S 27%
Number of Stocks
20
16
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%