Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
3.11%
6 Months
11.19%
4.12%
1 Year
4.47%
−0.25%
3 Years
14.82%
10.95%
5 Years
12.64%
10.56%
Since Inception
13.38%
10.62%
Fund Age
19 yrs
13 yrs 8 mo
AUM
₹1,249 Cr
₹41.22 Cr
Alpha – 1 Year
4.82%
0.18%
Alpha – 3 Years
5.82%
2.39%
Information Ratio – 3 Years
0.87
0.52
Volatility – 1 Year
21.24%
20.61%
Volatility – 3 Years
17.51%
17.57%
Beta – 1 Year
1.09
1.24
Beta – 3 Years
1.04
1.19
Sharpe Ratio – 1 Year
0.05
-0.18
Sharpe Ratio – 3 Years
0.69
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 40% · M 40% · S 15%
L 70% · M 29%
Number of Stocks
25
25
Portfolio P/E
—
36.71
Top 5 Holdings
—
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%