Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
0.50%
19.55%
1 Year
6.34%
11.69%
3 Years
19.74%
15.46%
5 Years
16.62%
—
Since Inception
20.10%
23.05%
Fund Age
6 yrs 1 mo
3 yrs 4 mo
AUM
₹56.91 Cr
₹95.08 Cr
Alpha – 1 Year
1.64%
8.71%
Alpha – 3 Years
7.64%
3.58%
Information Ratio – 3 Years
0.90
0.52
Volatility – 1 Year
16.52%
27.25%
Volatility – 3 Years
17.18%
23.29%
Beta – 1 Year
0.89
1.44
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
0.14
0.33
Sharpe Ratio – 3 Years
0.84
0.66
Worst Rolling Year
18.93%
15.47%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−18.72%
−32.01%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
—
Number of Stocks
20
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%