Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Right Horizons - Perennial
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%
−0.19%
6 Months
12.77%
11.46%
1 Year
18.71%
8.21%
3 Years
16.31%
12.09%
5 Years
16.50%
11.81%
Since Inception
12.31%
13.34%
Fund Age
20 yrs 2 mo
5 yrs 3 mo
AUM
₹81.03 Cr
₹34.29 Cr
Alpha – 1 Year
13.99%
5.23%
Alpha – 3 Years
4.22%
0.21%
Information Ratio – 3 Years
0.46
0.17
Volatility – 1 Year
18.60%
24.84%
Volatility – 3 Years
18.73%
21.42%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.73
0.21
Sharpe Ratio – 3 Years
0.63
0.49
Worst Rolling Year
-17.65%
7.11%
Value at Worst Rolling Year
₹0.82 Cr
₹1.07 Cr
Deepest Drawdown
−25.73%
−34.77%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
18.26%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 5% · M 7% · S 69%
Number of Stocks
23
37
Portfolio P/E
43.00
52.15
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%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 0% / 0%