Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
1.32%
6 Months
12.77%
3.83%
1 Year
18.71%
9.77%
3 Years
16.31%
13.19%
5 Years
16.50%
12.01%
Since Inception
12.31%
14.38%
Fund Age
20 yrs 2 mo
6 yrs 8 mo
AUM
₹81.03 Cr
₹42.66 Cr
Alpha – 1 Year
13.99%
3.80%
Alpha – 3 Years
4.22%
2.30%
Information Ratio – 3 Years
0.46
0.23
Volatility – 1 Year
18.60%
15.84%
Volatility – 3 Years
18.73%
12.64%
Beta – 1 Year
0.98
1.56
Beta – 3 Years
1.07
1.48
Sharpe Ratio – 1 Year
0.73
0.32
Sharpe Ratio – 3 Years
0.63
0.70
Worst Rolling Year
-17.65%
9.09%
Value at Worst Rolling Year
₹0.82 Cr
₹1.09 Cr
Deepest Drawdown
−25.73%
−15.18%
Recovery Period
498 days
119 days
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
15.49%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 37% · M 21% · S 27%
Number of Stocks
23
16
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%