Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
−0.19%
6 Months
2.65%
11.46%
1 Year
10.76%
8.21%
3 Years
12.77%
12.09%
5 Years
14.58%
11.81%
Since Inception
17.50%
13.34%
Fund Age
7 yrs 7 mo
5 yrs 3 mo
AUM
₹83.87 Cr
₹34.29 Cr
Alpha – 1 Year
11.11%
5.23%
Alpha – 3 Years
3.77%
0.21%
Information Ratio – 3 Years
0.46
0.17
Volatility – 1 Year
18.53%
24.84%
Volatility – 3 Years
17.03%
21.42%
Beta – 1 Year
1.11
1.25
Beta – 3 Years
1.11
1.08
Sharpe Ratio – 1 Year
0.36
0.21
Sharpe Ratio – 3 Years
0.48
0.49
Worst Rolling Year
12.58%
7.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−20.55%
−34.77%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 5% · M 7% · S 69%
Number of Stocks
51
37
Portfolio P/E
23.77
52.15
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%