Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.94%
6 Months
26.95%
11.49%
1 Year
13.12%
3.89%
3 Years
17.80%
8.19%
5 Years
15.04%
11.02%
Since Inception
22.70%
10.97%
Fund Age
8 yrs
13 yrs 8 mo
AUM
₹357.26 Cr
₹360.51 Cr
Alpha – 1 Year
10.14%
0.91%
Alpha – 3 Years
5.90%
−3.69%
Information Ratio – 3 Years
0.31
-0.18
Volatility – 1 Year
32.38%
23.04%
Volatility – 3 Years
25.45%
19.34%
Beta – 1 Year
1.68
1.26
Beta – 3 Years
1.37
1.17
Sharpe Ratio – 1 Year
0.36
0.04
Sharpe Ratio – 3 Years
0.56
0.30
Worst Rolling Year
11.19%
-8.10%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−26.50%
−30.43%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
27.28%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 38% · M 28% · S 33%
Number of Stocks
42
29
Portfolio P/E
42.01
37.17
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%