Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
4.94%
6 Months
12.77%
11.49%
1 Year
18.71%
3.89%
3 Years
16.31%
8.19%
5 Years
16.50%
11.02%
Since Inception
12.31%
10.97%
Fund Age
20 yrs 2 mo
13 yrs 8 mo
AUM
₹81.03 Cr
₹360.51 Cr
Alpha – 1 Year
13.99%
0.91%
Alpha – 3 Years
4.22%
−3.69%
Information Ratio – 3 Years
0.46
-0.18
Volatility – 1 Year
18.60%
23.04%
Volatility – 3 Years
18.73%
19.34%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
1.07
1.17
Sharpe Ratio – 1 Year
0.73
0.04
Sharpe Ratio – 3 Years
0.63
0.30
Worst Rolling Year
-17.65%
-8.10%
Value at Worst Rolling Year
₹0.82 Cr
₹0.92 Cr
Deepest Drawdown
−25.73%
−30.43%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
95.59%
Median Rolling Year
14.50%
11.30%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 38% · M 28% · S 33%
Number of Stocks
23
29
Portfolio P/E
43.00
37.17
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%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%