Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - Alliance
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%
1.80%
6 Months
18.59%
2.80%
1 Year
13.77%
4.89%
3 Years
9.52%
12.23%
5 Years
8.40%
10.64%
Since Inception
10.24%
8.93%
Fund Age
11 yrs
12 yrs
AUM
₹20.83 Cr
₹134.76 Cr
Alpha – 1 Year
14.12%
−1.08%
Alpha – 3 Years
0.53%
1.34%
Information Ratio – 3 Years
0.07
0.07
Volatility – 1 Year
22.14%
10.79%
Volatility – 3 Years
20.01%
9.62%
Beta – 1 Year
1.14
1.04
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.45
-0.01
Sharpe Ratio – 3 Years
0.29
0.69
Worst Rolling Year
-15.27%
0.05%
Value at Worst Rolling Year
₹0.85 Cr
₹1.00 Cr
Deepest Drawdown
−27.52%
−11.50%
Recovery Period
441 days
80 days
1-Year Rolling Windows Positive
76.89%
99.79%
Median Rolling Year
10.76%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 50% · M 11% · S 8%
Number of Stocks
25
33
Portfolio P/E
29.80
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –