Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
1.32%
6 Months
18.59%
3.83%
1 Year
13.77%
9.77%
3 Years
9.52%
13.19%
5 Years
8.40%
12.01%
Since Inception
10.24%
14.38%
Fund Age
11 yrs
6 yrs 8 mo
AUM
₹20.83 Cr
₹42.66 Cr
Alpha – 1 Year
14.12%
3.80%
Alpha – 3 Years
0.53%
2.30%
Information Ratio – 3 Years
0.07
0.23
Volatility – 1 Year
22.14%
15.84%
Volatility – 3 Years
20.01%
12.64%
Beta – 1 Year
1.14
1.56
Beta – 3 Years
1.14
1.48
Sharpe Ratio – 1 Year
0.45
0.32
Sharpe Ratio – 3 Years
0.29
0.70
Worst Rolling Year
-15.27%
9.09%
Value at Worst Rolling Year
₹0.85 Cr
₹1.09 Cr
Deepest Drawdown
−27.52%
−15.18%
Recovery Period
441 days
119 days
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 37% · M 21% · S 27%
Number of Stocks
25
16
Portfolio P/E
29.80
—
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%