Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.32%
6 Months
9.02%
3.83%
1 Year
1.62%
9.77%
3 Years
4.68%
13.19%
5 Years
—
12.01%
Since Inception
5.77%
14.38%
Fund Age
4 yrs 7 mo
6 yrs 8 mo
AUM
₹13.09 Cr
₹42.66 Cr
Alpha – 1 Year
−3.10%
3.80%
Alpha – 3 Years
−7.41%
2.30%
Information Ratio – 3 Years
-1.02
0.23
Volatility – 1 Year
18.69%
15.84%
Volatility – 3 Years
17.05%
12.64%
Beta – 1 Year
0.99
1.56
Beta – 3 Years
1.00
1.48
Sharpe Ratio – 1 Year
-0.11
0.32
Sharpe Ratio – 3 Years
0.01
0.70
Worst Rolling Year
2.83%
9.09%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
−28.39%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.57%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 17% · S 45%
L 37% · M 21% · S 27%
Number of Stocks
30
16
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%