Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Right Horizons - India Business Leaders
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
−0.92%
3.11%
6 Months
32.15%
4.12%
1 Year
16.77%
−0.25%
3 Years
19.00%
10.95%
5 Years
20.10%
10.56%
Since Inception
27.01%
10.62%
Fund Age
6 yrs 10 mo
13 yrs 8 mo
AUM
₹247.64 Cr
₹41.22 Cr
Alpha – 1 Year
13.79%
0.18%
Alpha – 3 Years
7.10%
2.39%
Information Ratio – 3 Years
0.30
0.52
Volatility – 1 Year
39.13%
20.61%
Volatility – 3 Years
29.47%
17.57%
Beta – 1 Year
1.87
1.24
Beta – 3 Years
1.36
1.19
Sharpe Ratio – 1 Year
0.42
-0.18
Sharpe Ratio – 3 Years
0.55
0.46
Worst Rolling Year
15.03%
-10.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.89 Cr
Deepest Drawdown
−35.86%
−22.41%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
31.90%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
S 80%
L 70% · M 29%
Number of Stocks
42
25
Portfolio P/E
42.30
36.71
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%