Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.18%
1.32%
6 Months
2.87%
3.83%
1 Year
3.77%
9.77%
3 Years
6.69%
13.19%
5 Years
6.74%
12.01%
Since Inception
10.62%
14.38%
Fund Age
12 yrs 1 mo
6 yrs 8 mo
AUM
₹61.33 Cr
₹42.66 Cr
Alpha – 1 Year
−5.66%
3.80%
Alpha – 3 Years
−3.03%
2.30%
Information Ratio – 3 Years
-1.20
0.23
Volatility – 1 Year
3.14%
15.84%
Volatility – 3 Years
2.07%
12.64%
Beta – 1 Year
-0.20
1.56
Beta – 3 Years
-0.08
1.48
Sharpe Ratio – 1 Year
-0.40
0.32
Sharpe Ratio – 3 Years
0.62
0.70
Worst Rolling Year
-3.43%
9.09%
Value at Worst Rolling Year
₹0.97 Cr
₹1.09 Cr
Deepest Drawdown
—
−15.18%
Recovery Period
—
119 days
1-Year Rolling Windows Positive
99.16%
100.00%
Median Rolling Year
11.58%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
9
16
Portfolio P/E
—
—
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%