Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
3.11%
6 Months
24.60%
4.12%
1 Year
7.56%
−0.25%
3 Years
20.98%
10.95%
5 Years
—
10.56%
Since Inception
24.10%
10.62%
Fund Age
4 yrs 4 mo
13 yrs 8 mo
AUM
₹3.89 Cr
₹41.22 Cr
Alpha – 1 Year
4.58%
0.18%
Alpha – 3 Years
9.08%
2.39%
Information Ratio – 3 Years
0.07
0.52
Volatility – 1 Year
32.74%
20.61%
Volatility – 3 Years
27.24%
17.57%
Beta – 1 Year
1.49
1.24
Beta – 3 Years
1.30
1.19
Sharpe Ratio – 1 Year
0.20
-0.18
Sharpe Ratio – 3 Years
0.49
0.46
Worst Rolling Year
17.91%
-10.52%
Value at Worst Rolling Year
₹1.18 Cr
₹0.89 Cr
Deepest Drawdown
−34.40%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
25.17%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
27
25
Portfolio P/E
52.77
36.71
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%
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%