Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
3.11%
6 Months
5.22%
4.12%
1 Year
8.94%
−0.25%
3 Years
10.33%
10.95%
5 Years
10.77%
10.56%
Since Inception
10.49%
10.62%
Fund Age
9 yrs 9 mo
13 yrs 8 mo
AUM
₹67.62 Cr
₹41.22 Cr
Alpha – 1 Year
−0.44%
0.18%
Alpha – 3 Years
0.76%
2.39%
Information Ratio – 3 Years
0.44
0.52
Volatility – 1 Year
2.31%
20.61%
Volatility – 3 Years
1.38%
17.57%
Beta – 1 Year
0.41
1.24
Beta – 3 Years
0.46
1.19
Sharpe Ratio – 1 Year
1.46
-0.18
Sharpe Ratio – 3 Years
3.36
0.46
Worst Rolling Year
9.87%
-10.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
10.78%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
17
25
Portfolio P/E
—
36.71
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%
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 · 99.75%
Government · 0.23%
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%