Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Right Horizons - Perennial
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%
−0.19%
6 Months
32.15%
11.46%
1 Year
16.77%
8.21%
3 Years
19.00%
12.09%
5 Years
20.10%
11.81%
Since Inception
27.01%
13.34%
Fund Age
6 yrs 10 mo
5 yrs 3 mo
AUM
₹247.64 Cr
₹34.29 Cr
Alpha – 1 Year
13.79%
5.23%
Alpha – 3 Years
7.10%
0.21%
Information Ratio – 3 Years
0.30
0.17
Volatility – 1 Year
39.13%
24.84%
Volatility – 3 Years
29.47%
21.42%
Beta – 1 Year
1.87
1.25
Beta – 3 Years
1.36
1.08
Sharpe Ratio – 1 Year
0.42
0.21
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
15.03%
7.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−35.86%
−34.77%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 5% · M 7% · S 69%
Number of Stocks
42
37
Portfolio P/E
42.30
52.15
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%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%