Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
3.11%
6 Months
8.20%
4.12%
1 Year
10.87%
−0.25%
3 Years
16.09%
10.95%
5 Years
14.49%
10.56%
Since Inception
9.93%
10.62%
Fund Age
8 yrs 9 mo
13 yrs 8 mo
AUM
₹64.23 Cr
₹41.22 Cr
Alpha – 1 Year
7.11%
0.18%
Alpha – 3 Years
5.20%
2.39%
Information Ratio – 3 Years
0.63
0.52
Volatility – 1 Year
21.13%
20.61%
Volatility – 3 Years
19.82%
17.57%
Beta – 1 Year
1.16
1.24
Beta – 3 Years
1.20
1.19
Sharpe Ratio – 1 Year
0.35
-0.18
Sharpe Ratio – 3 Years
0.59
0.46
Worst Rolling Year
-6.69%
-10.52%
Value at Worst Rolling Year
₹0.93 Cr
₹0.89 Cr
Deepest Drawdown
−22.93%
−22.41%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
93.48%
Median Rolling Year
19.50%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 25% · M 25% · S 42%
L 70% · M 29%
Number of Stocks
42
25
Portfolio P/E
23.92
36.71
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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 · 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)
1% / 1% / –
2% / 1% / 0%