Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
−0.19%
6 Months
5.22%
11.46%
1 Year
8.94%
8.21%
3 Years
10.33%
12.09%
5 Years
10.77%
11.81%
Since Inception
10.49%
13.34%
Fund Age
9 yrs 9 mo
5 yrs 3 mo
AUM
₹67.62 Cr
₹34.29 Cr
Alpha – 1 Year
−0.44%
5.23%
Alpha – 3 Years
0.76%
0.21%
Information Ratio – 3 Years
0.44
0.17
Volatility – 1 Year
2.31%
24.84%
Volatility – 3 Years
1.38%
21.42%
Beta – 1 Year
0.41
1.25
Beta – 3 Years
0.46
1.08
Sharpe Ratio – 1 Year
1.46
0.21
Sharpe Ratio – 3 Years
3.36
0.49
Worst Rolling Year
9.87%
7.11%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
—
−34.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
17
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Others · 99.75%
Government · 0.23%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%