Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Right Horizons - India Business Leaders
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%
3.11%
6 Months
12.77%
4.12%
1 Year
18.71%
−0.25%
3 Years
16.31%
10.95%
5 Years
16.50%
10.56%
Since Inception
12.31%
10.62%
Fund Age
20 yrs 2 mo
13 yrs 8 mo
AUM
₹81.03 Cr
₹41.22 Cr
Alpha – 1 Year
13.99%
0.18%
Alpha – 3 Years
4.22%
2.39%
Information Ratio – 3 Years
0.46
0.52
Volatility – 1 Year
18.60%
20.61%
Volatility – 3 Years
18.73%
17.57%
Beta – 1 Year
0.98
1.24
Beta – 3 Years
1.07
1.19
Sharpe Ratio – 1 Year
0.73
-0.18
Sharpe Ratio – 3 Years
0.63
0.46
Worst Rolling Year
-17.65%
-10.52%
Value at Worst Rolling Year
₹0.82 Cr
₹0.89 Cr
Deepest Drawdown
−25.73%
−22.41%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
93.48%
Median Rolling Year
14.50%
12.26%
5-Year Rolling Windows Positive
86.34%
99.05%
Market-Cap Mix
L 18% · M 28% · S 49%
L 70% · M 29%
Number of Stocks
23
25
Portfolio P/E
43.00
36.71
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%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%