Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
4.94%
6 Months
18.59%
11.49%
1 Year
13.77%
3.89%
3 Years
9.52%
8.19%
5 Years
8.40%
11.02%
Since Inception
10.24%
10.97%
Fund Age
11 yrs
13 yrs 8 mo
AUM
₹20.83 Cr
₹360.51 Cr
Alpha – 1 Year
14.12%
0.91%
Alpha – 3 Years
0.53%
−3.69%
Information Ratio – 3 Years
0.07
-0.18
Volatility – 1 Year
22.14%
23.04%
Volatility – 3 Years
20.01%
19.34%
Beta – 1 Year
1.14
1.26
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.45
0.04
Sharpe Ratio – 3 Years
0.29
0.30
Worst Rolling Year
-15.27%
-8.10%
Value at Worst Rolling Year
₹0.85 Cr
₹0.92 Cr
Deepest Drawdown
−27.52%
−30.43%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
95.59%
Median Rolling Year
10.76%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 38% · M 28% · S 33%
Number of Stocks
25
29
Portfolio P/E
29.80
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%