Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
3.11%
6 Months
5.63%
4.12%
1 Year
4.60%
−0.25%
3 Years
14.51%
10.95%
5 Years
12.90%
10.56%
Since Inception
19.56%
10.62%
Fund Age
6 yrs 4 mo
13 yrs 8 mo
AUM
₹1,566.43 Cr
₹41.22 Cr
Alpha – 1 Year
1.62%
0.18%
Alpha – 3 Years
2.62%
2.39%
Information Ratio – 3 Years
0.58
0.52
Volatility – 1 Year
21.65%
20.61%
Volatility – 3 Years
16.64%
17.57%
Beta – 1 Year
1.18
1.24
Beta – 3 Years
1.02
1.19
Sharpe Ratio – 1 Year
0.06
-0.18
Sharpe Ratio – 3 Years
0.58
0.46
Worst Rolling Year
12.32%
-10.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.89 Cr
Deepest Drawdown
−20.60%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
19.14%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 41% · M 24% · S 29%
L 70% · M 29%
Number of Stocks
42
25
Portfolio P/E
—
36.71
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%