Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Right Horizons - Perennial
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
−0.19%
6 Months
7.13%
11.46%
1 Year
11.04%
8.21%
3 Years
7.66%
12.09%
5 Years
8.70%
11.81%
Since Inception
14.13%
13.34%
Fund Age
6 yrs 10 mo
5 yrs 3 mo
AUM
₹3.45 Cr
₹34.29 Cr
Alpha – 1 Year
8.06%
5.23%
Alpha – 3 Years
−4.24%
0.21%
Information Ratio – 3 Years
-0.53
0.17
Volatility – 1 Year
15.44%
24.84%
Volatility – 3 Years
15.96%
21.42%
Beta – 1 Year
0.84
1.25
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
0.40
0.21
Sharpe Ratio – 3 Years
0.20
0.49
Worst Rolling Year
3.12%
7.11%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−27.30%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 36%
L 5% · M 7% · S 69%
Number of Stocks
23
37
Portfolio P/E
34.11
52.15
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
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
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%