Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Right Horizons - Perennial
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%
−0.19%
6 Months
8.20%
11.46%
1 Year
10.87%
8.21%
3 Years
16.09%
12.09%
5 Years
14.49%
11.81%
Since Inception
9.93%
13.34%
Fund Age
8 yrs 9 mo
5 yrs 3 mo
AUM
₹64.23 Cr
₹34.29 Cr
Alpha – 1 Year
7.11%
5.23%
Alpha – 3 Years
5.20%
0.21%
Information Ratio – 3 Years
0.63
0.17
Volatility – 1 Year
21.13%
24.84%
Volatility – 3 Years
19.82%
21.42%
Beta – 1 Year
1.16
1.25
Beta – 3 Years
1.20
1.08
Sharpe Ratio – 1 Year
0.35
0.21
Sharpe Ratio – 3 Years
0.59
0.49
Worst Rolling Year
-6.69%
7.11%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−22.93%
−34.77%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
L 5% · M 7% · S 69%
Number of Stocks
42
37
Portfolio P/E
23.92
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
2.5% / 0% / 0%