Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - India Business Leaders
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%
3.11%
6 Months
18.59%
4.12%
1 Year
13.77%
−0.25%
3 Years
9.52%
10.95%
5 Years
8.40%
10.56%
Since Inception
10.24%
10.62%
Fund Age
11 yrs
13 yrs 8 mo
AUM
₹20.83 Cr
₹41.22 Cr
Alpha – 1 Year
14.12%
0.18%
Alpha – 3 Years
0.53%
2.39%
Information Ratio – 3 Years
0.07
0.52
Volatility – 1 Year
22.14%
20.61%
Volatility – 3 Years
20.01%
17.57%
Beta – 1 Year
1.14
1.24
Beta – 3 Years
1.14
1.19
Sharpe Ratio – 1 Year
0.45
-0.18
Sharpe Ratio – 3 Years
0.29
0.46
Worst Rolling Year
-15.27%
-10.52%
Value at Worst Rolling Year
₹0.85 Cr
₹0.89 Cr
Deepest Drawdown
−27.52%
−22.41%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
93.48%
Median Rolling Year
10.76%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 7% · M 9% · S 77%
L 70% · M 29%
Number of Stocks
25
25
Portfolio P/E
29.80
36.71
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%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%