Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
−0.19%
6 Months
7.97%
11.46%
1 Year
6.21%
8.21%
3 Years
12.78%
12.09%
5 Years
14.19%
11.81%
Since Inception
16.41%
13.34%
Fund Age
7 yrs 3 mo
5 yrs 3 mo
AUM
₹115.97 Cr
₹34.29 Cr
Alpha – 1 Year
1.49%
5.23%
Alpha – 3 Years
0.69%
0.21%
Information Ratio – 3 Years
0.20
0.17
Volatility – 1 Year
15.75%
24.84%
Volatility – 3 Years
15.69%
21.42%
Beta – 1 Year
0.82
1.25
Beta – 3 Years
0.88
1.08
Sharpe Ratio – 1 Year
0.12
0.21
Sharpe Ratio – 3 Years
0.51
0.49
Worst Rolling Year
11.84%
7.11%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−23.37%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
35
37
Portfolio P/E
—
52.15
Top 5 Holdings
—
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
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%