Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.49%
1.32%
6 Months
—
3.83%
1 Year
—
9.77%
3 Years
—
13.19%
5 Years
—
12.01%
Since Inception
17.31%
14.38%
Fund Age
5 mo
6 yrs 8 mo
AUM
₹30.77 Cr
₹42.66 Cr
Alpha – 1 Year
—
3.80%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
—
15.84%
Volatility – 3 Years
—
12.64%
Beta – 1 Year
—
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
—
0.32
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−15.18%
Recovery Period
—
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 20% · M 23% · S 49%
L 37% · M 21% · S 27%
Number of Stocks
20
16
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%