Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
−0.19%
6 Months
13.27%
11.46%
1 Year
19.25%
8.21%
3 Years
19.26%
12.09%
5 Years
12.69%
11.81%
Since Inception
18.49%
13.34%
Fund Age
7 yrs 3 mo
5 yrs 3 mo
AUM
₹40.18 Cr
₹34.29 Cr
Alpha – 1 Year
14.53%
5.23%
Alpha – 3 Years
7.17%
0.21%
Information Ratio – 3 Years
0.70
0.17
Volatility – 1 Year
26.49%
24.84%
Volatility – 3 Years
18.75%
21.42%
Beta – 1 Year
1.37
1.25
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.59
0.21
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
12.14%
7.11%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−15.45%
−34.77%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 5% · M 7% · S 69%
Number of Stocks
36
37
Portfolio P/E
41.94
52.15
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%