Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
4.94%
6 Months
19.31%
11.49%
1 Year
11.21%
3.89%
3 Years
13.34%
8.19%
5 Years
15.02%
11.02%
Since Inception
17.08%
10.97%
Fund Age
5 yrs 4 mo
13 yrs 8 mo
AUM
₹135.65 Cr
₹360.51 Cr
Alpha – 1 Year
6.49%
0.91%
Alpha – 3 Years
1.25%
−3.69%
Information Ratio – 3 Years
0.12
-0.18
Volatility – 1 Year
20.71%
23.04%
Volatility – 3 Years
17.79%
19.34%
Beta – 1 Year
1.05
1.26
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
0.35
0.04
Sharpe Ratio – 3 Years
0.50
0.30
Worst Rolling Year
12.49%
-8.10%
Value at Worst Rolling Year
₹1.12 Cr
₹0.92 Cr
Deepest Drawdown
−25.10%
−30.43%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
19.71%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%