Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
3.11%
6 Months
2.87%
4.12%
1 Year
3.77%
−0.25%
3 Years
6.69%
10.95%
5 Years
6.74%
10.56%
Since Inception
10.62%
10.62%
Fund Age
12 yrs 1 mo
13 yrs 8 mo
AUM
₹61.33 Cr
₹41.22 Cr
Alpha – 1 Year
−5.66%
0.18%
Alpha – 3 Years
−3.03%
2.39%
Information Ratio – 3 Years
-1.20
0.52
Volatility – 1 Year
3.14%
20.61%
Volatility – 3 Years
2.07%
17.57%
Beta – 1 Year
-0.20
1.24
Beta – 3 Years
-0.08
1.19
Sharpe Ratio – 1 Year
-0.40
-0.18
Sharpe Ratio – 3 Years
0.62
0.46
Worst Rolling Year
-3.43%
-10.52%
Value at Worst Rolling Year
₹0.97 Cr
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
99.16%
93.48%
Median Rolling Year
11.58%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
9
25
Portfolio P/E
—
36.71
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%
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
Others · 92.72%
Government · 7.02%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%