Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
−0.19%
6 Months
0.50%
11.46%
1 Year
6.34%
8.21%
3 Years
19.74%
12.09%
5 Years
16.62%
11.81%
Since Inception
20.10%
13.34%
Fund Age
6 yrs 1 mo
5 yrs 3 mo
AUM
₹56.91 Cr
₹34.29 Cr
Alpha – 1 Year
1.64%
5.23%
Alpha – 3 Years
7.64%
0.21%
Information Ratio – 3 Years
0.90
0.17
Volatility – 1 Year
16.52%
24.84%
Volatility – 3 Years
17.18%
21.42%
Beta – 1 Year
0.89
1.25
Beta – 3 Years
1.04
1.08
Sharpe Ratio – 1 Year
0.14
0.21
Sharpe Ratio – 3 Years
0.84
0.49
Worst Rolling Year
18.93%
7.11%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−18.72%
−34.77%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 5% · M 7% · S 69%
Number of Stocks
20
37
Portfolio P/E
27.00
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%