Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.53%
1.32%
6 Months
5.22%
3.83%
1 Year
8.94%
9.77%
3 Years
10.33%
13.19%
5 Years
10.77%
12.01%
Since Inception
10.49%
14.38%
Fund Age
9 yrs 9 mo
6 yrs 8 mo
AUM
₹67.62 Cr
₹42.66 Cr
Alpha – 1 Year
−0.44%
3.80%
Alpha – 3 Years
0.76%
2.30%
Information Ratio – 3 Years
0.44
0.23
Volatility – 1 Year
2.31%
15.84%
Volatility – 3 Years
1.38%
12.64%
Beta – 1 Year
0.41
1.56
Beta – 3 Years
0.46
1.48
Sharpe Ratio – 1 Year
1.46
0.32
Sharpe Ratio – 3 Years
3.36
0.70
Worst Rolling Year
9.87%
9.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
—
−15.18%
Recovery Period
—
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
17
16
Portfolio P/E
—
—
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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 · 99.75%
Government · 0.23%
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%