Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
4.94%
6 Months
24.60%
11.49%
1 Year
7.56%
3.89%
3 Years
20.98%
8.19%
5 Years
—
11.02%
Since Inception
24.10%
10.97%
Fund Age
4 yrs 4 mo
13 yrs 8 mo
AUM
₹3.89 Cr
₹360.51 Cr
Alpha – 1 Year
4.58%
0.91%
Alpha – 3 Years
9.08%
−3.69%
Information Ratio – 3 Years
0.07
-0.18
Volatility – 1 Year
32.74%
23.04%
Volatility – 3 Years
27.24%
19.34%
Beta – 1 Year
1.49
1.26
Beta – 3 Years
1.30
1.17
Sharpe Ratio – 1 Year
0.20
0.04
Sharpe Ratio – 3 Years
0.49
0.30
Worst Rolling Year
17.91%
-8.10%
Value at Worst Rolling Year
₹1.18 Cr
₹0.92 Cr
Deepest Drawdown
−34.40%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
25.17%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
27
29
Portfolio P/E
52.77
37.17
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%